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James Investment Research’s Advanced Energy AEIS Stock Holding History

James Investment Research’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
2019
Q2 		– Sell
-700
Closed -$35K – 671
2019
Q1 		$35K Hold
700
– – ﹤0.01% 672
2018
Q4 		$30K Sell
700
-400
-36% -$17.8K ﹤0.01% 674
2018
Q3 		$57K Sell
1,100
-5,925
-84% -$343K ﹤0.01% 668
2018
Q2 		$408K Sell
7,025
-25,580
-78% -$1.62M 0.02% 539
2018
Q1 		$2.08M Buy
32,605
+26,285
+416% +$1.82M 0.08% 277
2017
Q4 		$426K Sell
6,320
-28,060
-82% -$2.26M 0.01% 527
2017
Q3 		$2.78M Sell
34,380
-8,315
-19% -$603K 0.09% 173
2017
Q2 		$2.76M Buy
+42,695
New +$3.12M 0.09% 168

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

James Investment Research's AEIS Position: Q2 2019 in Review

James Investment Research sold out of Advanced Energy (AEIS) in Q2 2019, closing a stake of 700 shares — an estimated $35K sold.

James Investment Research first reported a position in AEIS in Q2 2017 and held it in 8 quarters. The position peaked at $2.78M in Q3 2017. 223 funds tracked by Wall St. Rank hold AEIS as of Q2 2019.

  • James Investment Research reported no remaining Advanced Energy position as of Q2 2019 after selling out during the quarter.
  • James Investment Research sold 700 Advanced Energy shares in Q2 2019, an estimated $35K.
  • James Investment Research first reported a position in Advanced Energy in Q2 2017 and held it in 8 quarters.
  • James Investment Research's Advanced Energy position peaked at $2.78M in Q3 2017.
  • 223 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2019.

Based on James Investment Research's 13F filing for Q2 2019, filed 24 Jul 2019.