Epoch Investment Partners’s Advanced Energy AEIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-90,524
| Closed | -$4.39M | – | 286 |
|
|
2020
Q1 | $4.39M | Buy |
90,524
+34,895
| +63% | +$1.69M | 0.03% | 230 |
|
|
2019
Q4 | $3.96M | Buy |
+55,629
| New | +$3.96M | 0.02% | 253 |
|
|
2019
Q3 | – | Sell |
-142,572
| Closed | -$8.02M | – | 276 |
|
|
2019
Q2 | $8.02M | Sell |
142,572
-277,398
| -66% | -$15.6M | 0.04% | 207 |
|
|
2019
Q1 | $20.9M | Sell |
419,970
-553
| -0.1% | -$27.5K | 0.09% | 154 |
|
|
2018
Q4 | $18.1M | Buy |
420,523
+15,084
| +4% | +$648K | 0.08% | 180 |
|
|
2018
Q3 | $20.9M | Sell |
405,439
-876
| -0.2% | -$45.2K | 0.08% | 179 |
|
|
2018
Q2 | $23.6K | Buy |
406,315
+337,050
| +487% | +$19.6K | 0.07% | 179 |
|
|
2018
Q1 | $4.43M | Buy |
69,265
+289
| +0.4% | +$18.5K | 0.02% | 250 |
|
|
2017
Q4 | $4.65M | Buy |
+68,976
| New | +$4.65M | 0.02% | 249 |
|