CTA
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Chesley Taft & Associates’s Advanced Energy AEIS Stock Holding History

Chesley Taft & Associates’s Portfolio AEIS Stock Details AEIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-3,800
Closed -$256K – 267
2017
Q4 		$256K Sell
3,800
-11,735
-76% -$945K 0.02% 266
2017
Q3 		$1.25M Sell
15,535
-450
-3% -$32.6K 0.11% 153
2017
Q2 		$1.03M Sell
15,985
-8,240
-34% -$602K 0.09% 168
2017
Q1 		$1.66M Sell
24,225
-450
-2% -$27.8K 0.16% 124
2016
Q4 		$1.35M Buy
24,675
+250
+1% +$12.8K 0.13% 130
2016
Q3 		$1.16M Buy
24,425
+150
+0.6% +$6.38K 0.12% 142
2016
Q2 		$921K Buy
24,275
+400
+2% +$14.3K 0.09% 157
2016
Q1 		$831K Buy
+23,875
New +$698K 0.09% 158

Other funds holding AEIS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return