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JOYN Advisors’s Advanced Energy AEIS Stock Holding History

JOYN 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
2019
Q1 		– Sell
-242
Closed -$10K – 144
2018
Q4 		$10K Buy
242
+88
+57% +$3.92K ﹤0.01% 955
2018
Q3 		$8K Buy
154
+99
+180% +$5.73K ﹤0.01% 1012
2018
Q2 		$3K Buy
55
+50
+1,000% +$3.16K ﹤0.01% 1263
2018
Q1 		$0 Buy
+5
New +$345 ﹤0.01% 1302

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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JOYN Advisors's AEIS Position: Q1 2019 in Review

JOYN Advisors sold out of Advanced Energy (AEIS) in Q1 2019, closing a stake of 242 shares — an estimated $10K sold.

JOYN Advisors first reported a position in AEIS in Q1 2018 and held it in 4 quarters. The position peaked at $10K in Q4 2018. 241 funds tracked by Wall St. Rank hold AEIS as of Q1 2019.

  • JOYN Advisors reported no remaining Advanced Energy position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 242 Advanced Energy shares in Q1 2019, an estimated $10K.
  • JOYN Advisors first reported a position in Advanced Energy in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Advanced Energy position peaked at $10K in Q4 2018.
  • 241 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.