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Cutler Group’s Advanced Energy AEIS Stock Holding History

Cutler Group’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
-4,500
Closed -$15K – 4343
2017
Q4 		$15K Buy
+4,500
New +$362K ﹤0.01% 2789
2017
Q3 		– Sell
-5,400
Closed -$55K – 5767
2017
Q2 		$55K Buy
+5,400
New +$395K ﹤0.01% 2391

Other funds holding AEIS

BlackRock
BlackRock New York $5.72T 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 $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Cutler Group's AEIS Position: Q3 2021 in Review

Cutler Group sold out of Advanced Energy (AEIS) in Q3 2021, closing a stake of 510 shares — an estimated $57K sold.

Cutler Group first reported a position in AEIS in Q1 2016 and held it in 13 quarters. The position peaked at $662K in Q2 2017. 258 funds tracked by Wall St. Rank hold AEIS as of Q3 2021.

  • Cutler Group reported no remaining Advanced Energy position as of Q3 2021 after selling out during the quarter.
  • Cutler Group sold 510 Advanced Energy shares in Q3 2021, an estimated $57K.
  • Cutler Group first reported a position in Advanced Energy in Q1 2016 and held it in 13 quarters.
  • Cutler Group's Advanced Energy position peaked at $662K in Q2 2017.
  • 258 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2021.

Based on Cutler Group's 13F filing for Q3 2021, filed 26 Oct 2021.