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IHT Wealth Management’s Advanced Energy AEIS Stock Holding History

IHT 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
2018
Q2 		– Sell
-361
Closed -$22K – 426
2018
Q1 		$22K Hold
361
– – 0.01% 932
2017
Q4 		$26K Hold
361
– – 0.01% 904
2017
Q3 		$30K Hold
361
– – 0.01% 651
2017
Q2 		$25K Sell
361
-332
-48% -$24.3K 0.01% 709
2017
Q1 		$46K Hold
693
– – 0.03% 435
2016
Q4 		$38K Buy
+693
New +$35.5K 0.03% 439

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

IHT Wealth Management's AEIS Position: Q2 2018 in Review

IHT Wealth Management sold out of Advanced Energy (AEIS) in Q2 2018, closing a stake of 361 shares — an estimated $22K sold.

IHT Wealth Management first reported a position in AEIS in Q4 2016 and held it in 6 quarters. The position peaked at $46K in Q1 2017. 293 funds tracked by Wall St. Rank hold AEIS as of Q2 2018.

  • IHT Wealth Management reported no remaining Advanced Energy position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 361 Advanced Energy shares in Q2 2018, an estimated $22K.
  • IHT Wealth Management first reported a position in Advanced Energy in Q4 2016 and held it in 6 quarters.
  • IHT Wealth Management's Advanced Energy position peaked at $46K in Q1 2017.
  • 293 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.