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JNBA Financial Advisors’s Advanced Energy AEIS Stock Holding History

JNBA Financial Advisors’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
-112
Closed -$5K – 492
2016
Q3 		$5K Buy
+112
New +$4.76K ﹤0.01% 1218

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

JNBA Financial Advisors's AEIS Position: Q4 2016 in Review

JNBA Financial Advisors sold out of Advanced Energy (AEIS) in Q4 2016, closing a stake of 112 shares — an estimated $5K sold.

JNBA Financial Advisors first reported a position in AEIS in Q3 2016 and held it in 1 quarter. The position peaked at $5K in Q3 2016. 260 funds tracked by Wall St. Rank hold AEIS as of Q4 2016.

  • JNBA Financial Advisors reported no remaining Advanced Energy position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 112 Advanced Energy shares in Q4 2016, an estimated $5K.
  • JNBA Financial Advisors first reported a position in Advanced Energy in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's Advanced Energy position peaked at $5K in Q3 2016.
  • 260 funds tracked by Wall St. Rank held Advanced Energy as of Q4 2016.

Based on JNBA Financial Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.