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Gupta Wealth Management’s Advanced Energy AEIS Stock Holding History

Gupta Wealth 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
Q2 		– Sell
-228
Closed -$6K – 1250
2015
Q1 		$6K Buy
+228
New +$5.8K ﹤0.01% 844

Other funds holding AEIS

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gupta Wealth Management's AEIS Position: Q2 2015 in Review

Gupta Wealth Management sold out of Advanced Energy (AEIS) in Q2 2015, closing a stake of 228 shares — an estimated $6K sold.

Gupta Wealth Management first reported a position in AEIS in Q1 2015 and held it in 1 quarter. The position peaked at $6K in Q1 2015. 179 funds tracked by Wall St. Rank hold AEIS as of Q2 2015.

  • Gupta Wealth Management reported no remaining Advanced Energy position as of Q2 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 228 Advanced Energy shares in Q2 2015, an estimated $6K.
  • Gupta Wealth Management first reported a position in Advanced Energy in Q1 2015 and held it in 1 quarter.
  • Gupta Wealth Management's Advanced Energy position peaked at $6K in Q1 2015.
  • 179 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2015.

Based on Gupta Wealth Management's 13F filing for Q2 2015, filed 26 Aug 2015.