FANJ
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Financial Architects (New Jersey)’s Advanced Energy AEIS Stock Holding History

Financial Architects (New Jersey)’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
Q4 		– Sell
-100
Closed -$5K – 1319
2018
Q3 		$5K Buy
+100
New +$5.79K ﹤0.01% 1212
2018
Q1 		– Sell
-53
Closed -$4K – 1383
2017
Q4 		$4K Hold
53
– – ﹤0.01% 1320
2017
Q3 		$4K Hold
53
– – ﹤0.01% 1295
2017
Q2 		$3K Hold
53
– – ﹤0.01% 1365
2017
Q1 		$4K Hold
53
– – ﹤0.01% 1313
2016
Q4 		$3K Hold
53
– – ﹤0.01% 1224
2016
Q3 		$3K Hold
53
– – ﹤0.01% 1231
2016
Q2 		$2K Buy
+53
New +$1.9K ﹤0.01% 1278

Other funds holding AEIS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return