Kaizen Advisory’s Advanced Energy AEIS Stock Holding History

Kaizen Advisory’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	-16,946	Closed	-$984K	–	570
2018 Q2	$984K	Buy	16,946 +12,700	+299%	+$803K	0.5%	90
2018 Q1	$271K	Buy	+4,246	New	+$293K	0.27%	67

Other funds holding AEIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kaizen Advisory's AEIS Position: Q3 2018 in Review

Kaizen Advisory sold out of Advanced Energy (AEIS) in Q3 2018, closing a stake of 16,946 shares — an estimated $984K sold.

Kaizen Advisory first reported a position in AEIS in Q1 2018 and held it in 2 quarters. The position peaked at $984K in Q2 2018. 269 funds tracked by Wall St. Rank hold AEIS as of Q3 2018.

Kaizen Advisory reported no remaining Advanced Energy position as of Q3 2018 after selling out during the quarter.
Kaizen Advisory sold 16,946 Advanced Energy shares in Q3 2018, an estimated $984K.
Kaizen Advisory first reported a position in Advanced Energy in Q1 2018 and held it in 2 quarters.
Kaizen Advisory's Advanced Energy position peaked at $984K in Q2 2018.
269 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2018.

Based on Kaizen Advisory's 13F filing for Q3 2018, filed 1 Nov 2018.