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Index Management Solutions’s Advanced Energy AEIS Stock Holding History

Index Management Solutions’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
2014
Q4 		– Sell
-15,939
Closed -$299K – 797
2014
Q3 		$299K Buy
+15,939
New +$294K 0.03% 456

Other funds holding AEIS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 $552B AUM 44.19% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
QAM
Quentec Asset Management New York $634M AUM 22.87% 1-Year Est. Return

Index Management Solutions's AEIS Position: Q4 2014 in Review

Index Management Solutions sold out of Advanced Energy (AEIS) in Q4 2014, closing a stake of 15,939 shares — an estimated $299K sold.

Index Management Solutions first reported a position in AEIS in Q3 2014 and held it in 1 quarter. The position peaked at $299K in Q3 2014. 164 funds tracked by Wall St. Rank hold AEIS as of Q4 2014.

  • Index Management Solutions reported no remaining Advanced Energy position as of Q4 2014 after selling out during the quarter.
  • Index Management Solutions sold 15,939 Advanced Energy shares in Q4 2014, an estimated $299K.
  • Index Management Solutions first reported a position in Advanced Energy in Q3 2014 and held it in 1 quarter.
  • Index Management Solutions's Advanced Energy position peaked at $299K in Q3 2014.
  • 164 funds tracked by Wall St. Rank held Advanced Energy as of Q4 2014.

Based on Index Management Solutions's 13F filing for Q4 2014, filed 13 Feb 2015.