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Delpha Capital Management’s Advanced Energy AEIS Stock Holding History

Delpha 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
2018
Q1 		– Sell
-536
Closed -$36K – 157
2017
Q4 		$36K Buy
+536
New +$43.2K 0.04% 454

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Dimensional Fund Advisors
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State Street
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EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Northern Trust
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Prudential Financial
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Delpha Capital Management's AEIS Position: Q1 2018 in Review

Delpha Capital Management sold out of Advanced Energy (AEIS) in Q1 2018, closing a stake of 536 shares — an estimated $36K sold.

Delpha Capital Management first reported a position in AEIS in Q4 2017 and held it in 1 quarter. The position peaked at $36K in Q4 2017. 314 funds tracked by Wall St. Rank hold AEIS as of Q1 2018.

  • Delpha Capital Management reported no remaining Advanced Energy position as of Q1 2018 after selling out during the quarter.
  • Delpha Capital Management sold 536 Advanced Energy shares in Q1 2018, an estimated $36K.
  • Delpha Capital Management first reported a position in Advanced Energy in Q4 2017 and held it in 1 quarter.
  • Delpha Capital Management's Advanced Energy position peaked at $36K in Q4 2017.
  • 314 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2018.

Based on Delpha Capital Management's 13F filing for Q1 2018, filed 11 May 2018.