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Financial Management Professionals’s Advanced Energy AEIS Stock Holding History

Financial Management Professionals’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
2017
Q4 		– Sell
-66
Closed -$5K – 228
2017
Q3 		$5K Hold
66
– – ﹤0.01% 172
2017
Q2 		$4K Buy
+66
New +$4.82K ﹤0.01% 198

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Financial Management Professionals's AEIS Position: Q4 2017 in Review

Financial Management Professionals sold out of Advanced Energy (AEIS) in Q4 2017, closing a stake of 66 shares — an estimated $5K sold.

Financial Management Professionals first reported a position in AEIS in Q2 2017 and held it in 2 quarters. The position peaked at $5K in Q3 2017. 325 funds tracked by Wall St. Rank hold AEIS as of Q4 2017.

  • Financial Management Professionals reported no remaining Advanced Energy position as of Q4 2017 after selling out during the quarter.
  • Financial Management Professionals sold 66 Advanced Energy shares in Q4 2017, an estimated $5K.
  • Financial Management Professionals first reported a position in Advanced Energy in Q2 2017 and held it in 2 quarters.
  • Financial Management Professionals's Advanced Energy position peaked at $5K in Q3 2017.
  • 325 funds tracked by Wall St. Rank held Advanced Energy as of Q4 2017.

Based on Financial Management Professionals's 13F filing for Q4 2017, filed 19 Jan 2018.