KJWM
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Kiley Juergens Wealth Management’s Advanced Energy AEIS Stock Holding History

Kiley Juergens Wealth 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
Q4 		– Sell
-400
Closed -$20K – 53
2018
Q3 		$20K Hold
400
– – 0.01% 358
2018
Q2 		$23K Buy
+400
New +$25.3K 0.02% 301
2018
Q1 		– Sell
-200
Closed -$13K – 96
2017
Q4 		$13K Buy
+200
New +$16.1K 0.01% 423

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
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
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

Kiley Juergens Wealth Management's AEIS Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Advanced Energy (AEIS) in Q4 2018, closing a stake of 400 shares — an estimated $20K sold.

Kiley Juergens Wealth Management first reported a position in AEIS in Q4 2017 and held it in 3 quarters. The position peaked at $23K in Q2 2018. 249 funds tracked by Wall St. Rank hold AEIS as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Advanced Energy position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 400 Advanced Energy shares in Q4 2018, an estimated $20K.
  • Kiley Juergens Wealth Management first reported a position in Advanced Energy in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Advanced Energy position peaked at $23K in Q2 2018.
  • 249 funds tracked by Wall St. Rank held Advanced Energy as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.