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Jupiter Investment Management’s Advanced Energy AEIS Stock Holding History

Jupiter Investment 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
2018
Q3 		– Sell
-373,757
Closed -$21.7M – 358
2018
Q2 		$21.7M Sell
373,757
-35,759
-9% -$2.26M 0.15% 127
2018
Q1 		$26.2M Buy
409,516
+16,769
+4% +$1.16M 0.21% 110
2017
Q4 		$26.5M Buy
392,747
+102,593
+35% +$8.26M 0.24% 100
2017
Q3 		$23.4M Buy
290,154
+126,259
+77% +$9.15M 0.25% 107
2017
Q2 		$10.6M Buy
163,895
+61,363
+60% +$4.49M 0.13% 135
2017
Q1 		$7.03M Buy
+102,532
New +$6.34M 0.1% 139

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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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

Jupiter Investment Management's AEIS Position: Q3 2018 in Review

Jupiter Investment Management sold out of Advanced Energy (AEIS) in Q3 2018, closing a stake of 373,757 shares — an estimated $21.7M sold.

Jupiter Investment Management first reported a position in AEIS in Q1 2017 and held it in 6 quarters. The position peaked at $26.5M in Q4 2017. 268 funds tracked by Wall St. Rank hold AEIS as of Q3 2018.

  • Jupiter Investment Management reported no remaining Advanced Energy position as of Q3 2018 after selling out during the quarter.
  • Jupiter Investment Management sold 373,757 Advanced Energy shares in Q3 2018, an estimated $21.7M.
  • Jupiter Investment Management first reported a position in Advanced Energy in Q1 2017 and held it in 6 quarters.
  • Jupiter Investment Management's Advanced Energy position peaked at $26.5M in Q4 2017.
  • 268 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2018.

Based on Jupiter Investment Management's 13F filing for Q3 2018, filed 17 Oct 2018.