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Foresters Investment Management’s Advanced Energy AEIS Stock Holding History

Foresters Investment 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
2015
Q4 		– Sell
-146,000
Closed -$3.84M – 283
2015
Q3 		$3.84M Buy
146,000
+3,375
+2% +$87.1K 0.08% 224
2015
Q2 		$3.92M Buy
142,625
+1,625
+1% +$44.1K 0.07% 244
2015
Q1 		$3.62M Sell
141,000
-86,650
-38% -$2.2M 0.07% 243
2014
Q4 		$5.39M Buy
227,650
+1,800
+0.8% +$36.7K 0.11% 199
2014
Q3 		$4.24M Buy
225,850
+300
+0.1% +$5.52K 0.09% 217
2014
Q2 		$4.34M Buy
225,550
+1,200
+0.5% +$24.5K 0.09% 217
2014
Q1 		$5.5M Buy
224,350
+1,125
+0.5% +$29.4K 0.12% 194
2013
Q4 		$5.1M Buy
+223,225
New +$4.78M 0.11% 194

Other funds holding AEIS

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $214M AUM 1.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Foresters Investment Management's AEIS Position: Q4 2015 in Review

Foresters Investment Management sold out of Advanced Energy (AEIS) in Q4 2015, closing a stake of 146,000 shares — an estimated $3.84M sold.

Foresters Investment Management first reported a position in AEIS in Q4 2013 and held it in 8 quarters. The position peaked at $5.5M in Q1 2014. 175 funds tracked by Wall St. Rank hold AEIS as of Q4 2015.

  • Foresters Investment Management reported no remaining Advanced Energy position as of Q4 2015 after selling out during the quarter.
  • Foresters Investment Management sold 146,000 Advanced Energy shares in Q4 2015, an estimated $3.84M.
  • Foresters Investment Management first reported a position in Advanced Energy in Q4 2013 and held it in 8 quarters.
  • Foresters Investment Management's Advanced Energy position peaked at $5.5M in Q1 2014.
  • 175 funds tracked by Wall St. Rank held Advanced Energy as of Q4 2015.

Based on Foresters Investment Management's 13F filing for Q4 2015, filed 10 Feb 2016.