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First Personal Financial Services’s Advanced Energy AEIS Stock Holding History

First Personal Financial Services’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
2019
Q3 		– Sell
-57
Closed -$3K – 540
2019
Q2 		$3K Hold
57
– – ﹤0.01% 628
2019
Q1 		$3K Hold
57
– – ﹤0.01% 637
2018
Q4 		$2K Hold
57
– – ﹤0.01% 621
2018
Q3 		$3K Hold
57
– – ﹤0.01% 635
2018
Q2 		$3K Hold
57
– – ﹤0.01% 615
2018
Q1 		$4K Hold
57
– – ﹤0.01% 929
2017
Q4 		$4K Buy
+57
New +$4.59K ﹤0.01% 916

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

First Personal Financial Services's AEIS Position: Q3 2019 in Review

First Personal Financial Services sold out of Advanced Energy (AEIS) in Q3 2019, closing a stake of 57 shares — an estimated $3K sold.

First Personal Financial Services first reported a position in AEIS in Q4 2017 and held it in 7 quarters. The position peaked at $4K in Q1 2018. 228 funds tracked by Wall St. Rank hold AEIS as of Q3 2019.

  • First Personal Financial Services reported no remaining Advanced Energy position as of Q3 2019 after selling out during the quarter.
  • First Personal Financial Services sold 57 Advanced Energy shares in Q3 2019, an estimated $3K.
  • First Personal Financial Services first reported a position in Advanced Energy in Q4 2017 and held it in 7 quarters.
  • First Personal Financial Services's Advanced Energy position peaked at $4K in Q1 2018.
  • 228 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2019.

Based on First Personal Financial Services's 13F filing for Q3 2019, filed 15 Oct 2019.