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Independent Portfolio Consultants’s Advanced Energy AEIS Stock Holding History

Independent Portfolio Consultants’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
2017
Q2 		$12K Sell
185
-550
-75% -$40.2K 0.01% 672
2017
Q1 		$50K Sell
735
-350
-32% -$21.6K 0.02% 555
2016
Q4 		$59K Sell
1,085
-275
-20% -$14.1K 0.02% 520
2016
Q3 		$64K Sell
1,360
-525
-28% -$22.3K 0.02% 502
2016
Q2 		$72K Buy
+1,885
New +$67.4K 0.02% 499
2014
Q4 		– Sell
-1,660
Closed -$31K – 786
2014
Q3 		$31K Sell
1,660
-2,110
-56% -$38.9K 0.01% 673
2014
Q2 		$73K Buy
+3,770
New +$77.1K 0.02% 578

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Independent Portfolio Consultants's AEIS Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Advanced Energy (AEIS) stake by 75% in Q2 2017, selling an estimated $40.2K and leaving 185 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #672.

Independent Portfolio Consultants first reported a position in AEIS in Q2 2014 and has held it in 7 quarters since. The position peaked at $73K in Q2 2014. 302 funds tracked by Wall St. Rank hold AEIS as of Q2 2017.

  • Independent Portfolio Consultants held 185 shares of Advanced Energy worth $12K as of Q2 2017.
  • Independent Portfolio Consultants sold 550 Advanced Energy shares in Q2 2017, an estimated $40.2K.
  • Advanced Energy made up 0.01% of Independent Portfolio Consultants's portfolio in Q2 2017, its #672 holding.
  • Independent Portfolio Consultants first reported a position in Advanced Energy in Q2 2014 and has held it in 7 quarters since.
  • Independent Portfolio Consultants's Advanced Energy position peaked at $73K in Q2 2014.
  • 302 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.