Gideon Capital Advisors’s Advanced Energy AEIS Stock Holding History

Gideon Capital 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
2018 Q1	–	Sell	-3,264	Closed	-$220K	–	328
2017 Q4	$220K	Buy	+3,264	New	+$263K	0.19%	248

Other funds holding AEIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Gideon Capital Advisors's AEIS Position: Q1 2018 in Review

Gideon Capital Advisors sold out of Advanced Energy (AEIS) in Q1 2018, closing a stake of 3,264 shares — an estimated $220K sold.

Gideon Capital Advisors first reported a position in AEIS in Q4 2017 and held it in 1 quarter. The position peaked at $220K in Q4 2017. 314 funds tracked by Wall St. Rank hold AEIS as of Q1 2018.

Gideon Capital Advisors reported no remaining Advanced Energy position as of Q1 2018 after selling out during the quarter.
Gideon Capital Advisors sold 3,264 Advanced Energy shares in Q1 2018, an estimated $220K.
Gideon Capital Advisors first reported a position in Advanced Energy in Q4 2017 and held it in 1 quarter.
Gideon Capital Advisors's Advanced Energy position peaked at $220K in Q4 2017.
314 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2018.

Based on Gideon Capital Advisors's 13F filing for Q1 2018, filed 14 May 2018.