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Hancock Whitney’s Advanced Energy AEIS Stock Holding History

Hancock Whitney’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
2021
Q3 		– Sell
-4,949
Closed -$558K – 668
2021
Q2 		$558K Buy
+4,949
New +$525K 0.02% 530
2017
Q3 		– Sell
-13,021
Closed -$842K – 561
2017
Q2 		$842K Sell
13,021
-4,877
-27% -$356K 0.04% 373
2017
Q1 		$1.23M Sell
17,898
-15
-0.1% -$927 0.05% 270
2016
Q4 		$981K Buy
17,913
+113
+0.6% +$5.79K 0.04% 364
2016
Q3 		$842K Buy
+17,800
New +$757K 0.03% 385

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Hancock Whitney's AEIS Position: Q3 2021 in Review

Hancock Whitney sold out of Advanced Energy (AEIS) in Q3 2021, closing a stake of 4,949 shares — an estimated $558K sold.

Hancock Whitney first reported a position in AEIS in Q3 2016 and held it in 5 quarters. The position peaked at $1.23M in Q1 2017. 258 funds tracked by Wall St. Rank hold AEIS as of Q3 2021.

  • Hancock Whitney reported no remaining Advanced Energy position as of Q3 2021 after selling out during the quarter.
  • Hancock Whitney sold 4,949 Advanced Energy shares in Q3 2021, an estimated $558K.
  • Hancock Whitney first reported a position in Advanced Energy in Q3 2016 and held it in 5 quarters.
  • Hancock Whitney's Advanced Energy position peaked at $1.23M in Q1 2017.
  • 258 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2021.

Based on Hancock Whitney's 13F filing for Q3 2021, filed 4 Nov 2021.