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Credo Capital Management’s Advanced Energy AEIS Stock Holding History

Credo Capital Management’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
2013
Q4 		$21K Buy
+926
New +$19.8K 0.09% 116

Other funds holding AEIS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 39.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Credo Capital Management's AEIS Position: Q4 2013 in Review

Credo Capital Management opened a new position in Advanced Energy (AEIS) in Q4 2013: 926 shares worth $21K. The stake represents 0.09% of the portfolio and ranks #116 among its holdings.

158 funds tracked by Wall St. Rank hold AEIS as of Q4 2013.

  • Credo Capital Management held 926 shares of Advanced Energy worth $21K as of Q4 2013.
  • Advanced Energy was a new Credo Capital Management position in Q4 2013.
  • Advanced Energy made up 0.09% of Credo Capital Management's portfolio in Q4 2013, its #116 holding.
  • 158 funds tracked by Wall St. Rank held Advanced Energy as of Q4 2013.

Based on Credo Capital Management's 13F filing for Q4 2013, filed 24 Jan 2014.