FCMT
AEIS icon

Founders Capital Management (Texas)’s Advanced Energy AEIS Stock Holding History

Founders Capital Management (Texas)’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
Q4 		– Sell
-300
Closed -$17K – 312
2019
Q3 		$17K Hold
300
– – 0.01% 192
2019
Q2 		$17K Hold
300
– – 0.02% 195
2019
Q1 		$15K Hold
300
– – 0.01% 211
2018
Q4 		$13K Hold
300
– – 0.01% 211
2018
Q3 		$15K Hold
300
– – 0.01% 204
2018
Q2 		$17K Buy
300
+100
+50% +$6.32K 0.01% 205
2018
Q1 		$13K Buy
+200
New +$13.8K 0.01% 254
2017
Q2 		– Sell
-500
Closed -$34K – 359
2017
Q1 		$34K Buy
+500
New +$30.9K 0.03% 162

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Founders Capital Management (Texas)'s AEIS Position: Q4 2019 in Review

Founders Capital Management (Texas) sold out of Advanced Energy (AEIS) in Q4 2019, closing a stake of 300 shares — an estimated $17K sold.

Founders Capital Management (Texas) first reported a position in AEIS in Q1 2017 and held it in 8 quarters. The position peaked at $34K in Q1 2017. 253 funds tracked by Wall St. Rank hold AEIS as of Q4 2019.

  • Founders Capital Management (Texas) reported no remaining Advanced Energy position as of Q4 2019 after selling out during the quarter.
  • Founders Capital Management (Texas) sold 300 Advanced Energy shares in Q4 2019, an estimated $17K.
  • Founders Capital Management (Texas) first reported a position in Advanced Energy in Q1 2017 and held it in 8 quarters.
  • Founders Capital Management (Texas)'s Advanced Energy position peaked at $34K in Q1 2017.
  • 253 funds tracked by Wall St. Rank held Advanced Energy as of Q4 2019.

Based on Founders Capital Management (Texas)'s 13F filing for Q4 2019, filed 24 Jan 2020.