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Cornerstone Advisors (Washington)’s Advanced Energy AEIS Stock Holding History

Cornerstone Advisors (Washington)’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
2019
Q3 		– Sell
-473
Closed -$27K – 781
2019
Q2 		$27K Buy
473
+73
+18% +$3.91K ﹤0.01% 574
2019
Q1 		$20K Buy
400
+30
+8% +$1.46K ﹤0.01% 598
2018
Q4 		$16K Sell
370
-12
-3% -$534 ﹤0.01% 546
2018
Q3 		$20K Buy
382
+12
+3% +$695 0.01% 529
2018
Q2 		$21K Sell
370
-9
-2% -$569 0.01% 485
2018
Q1 		$24K Buy
379
+9
+2% +$622 0.02% 457
2017
Q4 		$25K Hold
370
– – 0.02% 440
2017
Q3 		$30K Sell
370
-122
-25% -$8.85K 0.02% 382
2017
Q2 		$32K Hold
492
– – 0.02% 368
2017
Q1 		$34K Hold
492
– – 0.02% 348
2016
Q4 		$27K Hold
492
– – 0.02% 397
2016
Q3 		$23K Hold
492
– – 0.02% 430
2016
Q2 		$19K Buy
+492
New +$17.6K 0.02% 288

Other funds holding AEIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Cornerstone Advisors (Washington)'s AEIS Position: Q3 2019 in Review

Cornerstone Advisors (Washington) sold out of Advanced Energy (AEIS) in Q3 2019, closing a stake of 473 shares — an estimated $27K sold.

Cornerstone Advisors (Washington) first reported a position in AEIS in Q2 2016 and held it in 13 quarters. The position peaked at $34K in Q1 2017. 228 funds tracked by Wall St. Rank hold AEIS as of Q3 2019.

  • Cornerstone Advisors (Washington) reported no remaining Advanced Energy position as of Q3 2019 after selling out during the quarter.
  • Cornerstone Advisors (Washington) sold 473 Advanced Energy shares in Q3 2019, an estimated $27K.
  • Cornerstone Advisors (Washington) first reported a position in Advanced Energy in Q2 2016 and held it in 13 quarters.
  • Cornerstone Advisors (Washington)'s Advanced Energy position peaked at $34K in Q1 2017.
  • 228 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2019.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2019, filed 23 Oct 2019.