Geneva Advisors’s Advanced Energy AEIS Stock Holding History

Geneva Advisors’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 Q2	–	Sell	-7,085	Closed	-$486K	–	751
2017 Q1	$486K	Buy	+7,085	New	+$438K	0.01%	508

Other funds holding AEIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geneva Advisors's AEIS Position: Q2 2017 in Review

Geneva Advisors sold out of Advanced Energy (AEIS) in Q2 2017, closing a stake of 7,085 shares — an estimated $486K sold.

Geneva Advisors first reported a position in AEIS in Q1 2017 and held it in 1 quarter. The position peaked at $486K in Q1 2017. 301 funds tracked by Wall St. Rank hold AEIS as of Q2 2017.

Geneva Advisors reported no remaining Advanced Energy position as of Q2 2017 after selling out during the quarter.
Geneva Advisors sold 7,085 Advanced Energy shares in Q2 2017, an estimated $486K.
Geneva Advisors first reported a position in Advanced Energy in Q1 2017 and held it in 1 quarter.
Geneva Advisors's Advanced Energy position peaked at $486K in Q1 2017.
301 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2017.

Based on Geneva Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.