FGC
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Financial Gravity Companies’s Advanced Energy AEIS Stock Holding History

Financial Gravity Companies’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 		$4K Buy
+70
New +$3.12K ﹤0.01% 741
2018
Q1 		$7K Buy
115
+16
+16% +$1.11K 0.01% 630
2017
Q4 		$7K Buy
+99
New +$7.97K 0.01% 628

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 Gravity Companies's AEIS Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Advanced Energy (AEIS) in Q4 2018: 70 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #741 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in AEIS as recently as Q1 2018.

Financial Gravity Companies first reported a position in AEIS in Q4 2017 and has held it in 3 quarters since. The position peaked at $7K in Q1 2018. 249 funds tracked by Wall St. Rank hold AEIS as of Q4 2018.

  • Financial Gravity Companies held 70 shares of Advanced Energy worth $4K as of Q4 2018.
  • Advanced Energy was a new Financial Gravity Companies position in Q4 2018.
  • Advanced Energy made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #741 holding.
  • Financial Gravity Companies first reported a position in Advanced Energy in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's Advanced Energy position peaked at $7K in Q1 2018.
  • 249 funds tracked by Wall St. Rank held Advanced Energy as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.