Essex Investment Management’s Advanced Energy AEIS Stock Holding History

Essex Investment 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
2020 Q3	–	Sell	-7,941	Closed	-$538K	–	476
2020 Q2	$538K	Buy	+7,941	New	+$473K	0.09%	246
2014 Q3	–	Sell	-54,473	Closed	-$1.05M	–	357
2014 Q2	$1.05M	Sell	54,473 -24,949	-31%	-$510K	0.15%	173
2014 Q1	$1.95M	Buy	79,422 +4,089	+5%	+$107K	0.28%	118
2013 Q4	$1.72M	Buy	+75,333	New	+$1.61M	0.24%	120

Other funds holding AEIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Essex Investment Management's AEIS Position: Q3 2020 in Review

Essex Investment Management sold out of Advanced Energy (AEIS) in Q3 2020, closing a stake of 7,941 shares — an estimated $538K sold.

Essex Investment Management first reported a position in AEIS in Q4 2013 and held it in 4 quarters. The position peaked at $1.95M in Q1 2014. 258 funds tracked by Wall St. Rank hold AEIS as of Q3 2020.

Essex Investment Management reported no remaining Advanced Energy position as of Q3 2020 after selling out during the quarter.
Essex Investment Management sold 7,941 Advanced Energy shares in Q3 2020, an estimated $538K.
Essex Investment Management first reported a position in Advanced Energy in Q4 2013 and held it in 4 quarters.
Essex Investment Management's Advanced Energy position peaked at $1.95M in Q1 2014.
258 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2020.

Based on Essex Investment Management's 13F filing for Q3 2020, filed 12 Nov 2020.