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Insight Capital Research & Management’s Advanced Energy AEIS Stock Holding History

Insight Capital Research & 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
2016
Q4 		– Sell
-61,355
Closed -$2.9M – 110
2016
Q3 		$2.9M Buy
+61,355
New +$2.61M 1.29% 30

Other funds holding AEIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Insight Capital Research & Management's AEIS Position: Q4 2016 in Review

Insight Capital Research & Management sold out of Advanced Energy (AEIS) in Q4 2016, closing a stake of 61,355 shares — an estimated $2.9M sold.

Insight Capital Research & Management first reported a position in AEIS in Q3 2016 and held it in 1 quarter. The position peaked at $2.9M in Q3 2016. 260 funds tracked by Wall St. Rank hold AEIS as of Q4 2016.

  • Insight Capital Research & Management reported no remaining Advanced Energy position as of Q4 2016 after selling out during the quarter.
  • Insight Capital Research & Management sold 61,355 Advanced Energy shares in Q4 2016, an estimated $2.9M.
  • Insight Capital Research & Management first reported a position in Advanced Energy in Q3 2016 and held it in 1 quarter.
  • Insight Capital Research & Management's Advanced Energy position peaked at $2.9M in Q3 2016.
  • 260 funds tracked by Wall St. Rank held Advanced Energy as of Q4 2016.

Based on Insight Capital Research & Management's 13F filing for Q4 2016, filed 17 Feb 2017.