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Julex Capital Management’s Advanced Energy AEIS Stock Holding History

Julex Capital 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
2019
Q2 		– Sell
-33
Closed -$1.64K – 144
2019
Q1 		$1.64K Hold
33
– – ﹤0.01% 117
2018
Q4 		$1K Buy
+33
New +$1.47K ﹤0.01% 85

Other funds holding AEIS

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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

Julex Capital Management's AEIS Position: Q2 2019 in Review

Julex Capital Management sold out of Advanced Energy (AEIS) in Q2 2019, closing a stake of 33 shares — an estimated $1.64K sold.

Julex Capital Management first reported a position in AEIS in Q4 2018 and held it in 2 quarters. The position peaked at $1.64K in Q1 2019. 223 funds tracked by Wall St. Rank hold AEIS as of Q2 2019.

  • Julex Capital Management reported no remaining Advanced Energy position as of Q2 2019 after selling out during the quarter.
  • Julex Capital Management sold 33 Advanced Energy shares in Q2 2019, an estimated $1.64K.
  • Julex Capital Management first reported a position in Advanced Energy in Q4 2018 and held it in 2 quarters.
  • Julex Capital Management's Advanced Energy position peaked at $1.64K in Q1 2019.
  • 223 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2019.

Based on Julex Capital Management's 13F filing for Q2 2019, filed 29 Oct 2019.