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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 – 1382
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 $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Financial Architects (New Jersey)'s AEIS Position: Q4 2018 in Review

Financial Architects (New Jersey) sold out of Advanced Energy (AEIS) in Q4 2018, closing a stake of 100 shares — an estimated $5K sold.

Financial Architects (New Jersey) first reported a position in AEIS in Q2 2016 and held it in 8 quarters. The position peaked at $5K in Q3 2018. 249 funds tracked by Wall St. Rank hold AEIS as of Q4 2018.

  • Financial Architects (New Jersey) reported no remaining Advanced Energy position as of Q4 2018 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 100 Advanced Energy shares in Q4 2018, an estimated $5K.
  • Financial Architects (New Jersey) first reported a position in Advanced Energy in Q2 2016 and held it in 8 quarters.
  • Financial Architects (New Jersey)'s Advanced Energy position peaked at $5K in Q3 2018.
  • 249 funds tracked by Wall St. Rank held Advanced Energy as of Q4 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2018, filed 1 Feb 2019.