JIR
AEIS icon

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 $5.7T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return