Great Diamond Partners’s Advanced Energy AEIS Stock Holding History

Great Diamond Partners’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
2020 Q1	–	Sell	-338	Closed	-$24K	–	134
2019 Q4	$24K	Buy	+338	New	+$21K	0.01%	415

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Great Diamond Partners's AEIS Position: Q1 2020 in Review

Great Diamond Partners sold out of Advanced Energy (AEIS) in Q1 2020, closing a stake of 338 shares — an estimated $24K sold.

Great Diamond Partners first reported a position in AEIS in Q4 2019 and held it in 1 quarter. The position peaked at $24K in Q4 2019. 226 funds tracked by Wall St. Rank hold AEIS as of Q1 2020.

Great Diamond Partners reported no remaining Advanced Energy position as of Q1 2020 after selling out during the quarter.
Great Diamond Partners sold 338 Advanced Energy shares in Q1 2020, an estimated $24K.
Great Diamond Partners first reported a position in Advanced Energy in Q4 2019 and held it in 1 quarter.
Great Diamond Partners's Advanced Energy position peaked at $24K in Q4 2019.
226 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2020.

Based on Great Diamond Partners's 13F filing for Q1 2020, filed 1 May 2020.