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Convergence Investment Partners’s Advanced Energy AEIS Stock Holding History

Convergence Investment Partners’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
2015
Q3 		– Sell
-93,476
Closed -$2.57M – 336
2015
Q2 		$2.57M Buy
93,476
+7,626
+9% +$207K 0.25% 133
2015
Q1 		$2.2M Hold
85,850
– – 0.31% 115
2014
Q4 		$2.04M Buy
+85,850
New +$1.75M 0.27% 134

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EARNEST Partners
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PIMC
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Convergence Investment Partners's AEIS Position: Q3 2015 in Review

Convergence Investment Partners sold out of Advanced Energy (AEIS) in Q3 2015, closing a stake of 93,476 shares — an estimated $2.57M sold.

Convergence Investment Partners first reported a position in AEIS in Q4 2014 and held it in 3 quarters. The position peaked at $2.57M in Q2 2015. 169 funds tracked by Wall St. Rank hold AEIS as of Q3 2015.

  • Convergence Investment Partners reported no remaining Advanced Energy position as of Q3 2015 after selling out during the quarter.
  • Convergence Investment Partners sold 93,476 Advanced Energy shares in Q3 2015, an estimated $2.57M.
  • Convergence Investment Partners first reported a position in Advanced Energy in Q4 2014 and held it in 3 quarters.
  • Convergence Investment Partners's Advanced Energy position peaked at $2.57M in Q2 2015.
  • 169 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2015.

Based on Convergence Investment Partners's 13F filing for Q3 2015, filed 16 Nov 2015.