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Focused Wealth Management’s Advanced Energy AEIS Stock Holding History

Focused Wealth Management’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
-800
Closed -$44K – 684
2016
Q4 		$44K Buy
+800
New +$41K 0.02% 285

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Focused Wealth Management's AEIS Position: Q1 2017 in Review

Focused Wealth Management sold out of Advanced Energy (AEIS) in Q1 2017, closing a stake of 800 shares — an estimated $44K sold.

Focused Wealth Management first reported a position in AEIS in Q4 2016 and held it in 1 quarter. The position peaked at $44K in Q4 2016. 287 funds tracked by Wall St. Rank hold AEIS as of Q1 2017.

  • Focused Wealth Management reported no remaining Advanced Energy position as of Q1 2017 after selling out during the quarter.
  • Focused Wealth Management sold 800 Advanced Energy shares in Q1 2017, an estimated $44K.
  • Focused Wealth Management first reported a position in Advanced Energy in Q4 2016 and held it in 1 quarter.
  • Focused Wealth Management's Advanced Energy position peaked at $44K in Q4 2016.
  • 287 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2017.

Based on Focused Wealth Management's 13F filing for Q1 2017, filed 10 May 2017.