IA
AEIS icon

Icon Advisers’s Advanced Energy AEIS Stock Holding History

Icon Advisers’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
-6,200
Closed -$418K – 314
2017
Q4 		$418K Sell
6,200
-13,700
-69% -$1.1M 0.03% 322
2017
Q3 		$1.61M Buy
+19,900
New +$1.44M 0.11% 211
2017
Q2 		– Sell
-12,797
Closed -$877K – 379
2017
Q1 		$877K Sell
12,797
-12,200
-49% -$754K 0.06% 290
2016
Q4 		$1.37M Sell
24,997
-2,400
-9% -$123K 0.09% 247
2016
Q3 		$1.3M Sell
27,397
-21,000
-43% -$893K 0.09% 256
2016
Q2 		$1.84M Hold
48,397
– – 0.12% 199
2016
Q1 		$1.68M Sell
48,397
-14,400
-23% -$421K 0.12% 186
2015
Q4 		$1.77M Buy
62,797
+43,197
+220% +$1.23M 0.12% 178
2015
Q3 		$515K Buy
+19,600
New +$506K 0.04% 290

Other funds holding AEIS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return