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FineMark National Bank & Trust’s Advanced Energy AEIS Stock Holding History

FineMark National Bank & Trust’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
Q1 		– Sell
-234
Closed -$13K – 383
2016
Q4 		$13K Hold
234
– – ﹤0.01% 897
2016
Q3 		$11K Buy
234
+14
+6% +$595 ﹤0.01% 918
2016
Q2 		$8K Buy
+220
New +$7.87K ﹤0.01% 985

Other funds holding AEIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

FineMark National Bank & Trust's AEIS Position: Q1 2017 in Review

FineMark National Bank & Trust sold out of Advanced Energy (AEIS) in Q1 2017, closing a stake of 234 shares — an estimated $13K sold.

FineMark National Bank & Trust first reported a position in AEIS in Q2 2016 and held it in 3 quarters. The position peaked at $13K in Q4 2016. 286 funds tracked by Wall St. Rank hold AEIS as of Q1 2017.

  • FineMark National Bank & Trust reported no remaining Advanced Energy position as of Q1 2017 after selling out during the quarter.
  • FineMark National Bank & Trust sold 234 Advanced Energy shares in Q1 2017, an estimated $13K.
  • FineMark National Bank & Trust first reported a position in Advanced Energy in Q2 2016 and held it in 3 quarters.
  • FineMark National Bank & Trust's Advanced Energy position peaked at $13K in Q4 2016.
  • 286 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2017.

Based on FineMark National Bank & Trust's 13F filing for Q1 2017, filed 12 May 2017.