KI
AEIS icon

Koch Industries’s Advanced Energy AEIS Stock Holding History

Koch Industries’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
Q2 		– Sell
-5,691
Closed -$364K – 21
2018
Q1 		$364K Sell
5,691
-2,490
-30% -$172K 0.04% 551
2017
Q4 		$552K Buy
8,181
+86
+1% +$6.93K 0.08% 212
2017
Q3 		$654K Sell
8,095
-1,543
-16% -$112K 0.16% 107
2017
Q2 		$623K Buy
9,638
+6,021
+166% +$440K 0.17% 91
2017
Q1 		$248K Buy
+3,617
New +$223K 0.21% 149

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
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
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
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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Koch Industries's AEIS Position: Q2 2018 in Review

Koch Industries sold out of Advanced Energy (AEIS) in Q2 2018, closing a stake of 5,691 shares — an estimated $364K sold.

Koch Industries first reported a position in AEIS in Q1 2017 and held it in 5 quarters. The position peaked at $654K in Q3 2017. 293 funds tracked by Wall St. Rank hold AEIS as of Q2 2018.

  • Koch Industries reported no remaining Advanced Energy position as of Q2 2018 after selling out during the quarter.
  • Koch Industries sold 5,691 Advanced Energy shares in Q2 2018, an estimated $364K.
  • Koch Industries first reported a position in Advanced Energy in Q1 2017 and held it in 5 quarters.
  • Koch Industries's Advanced Energy position peaked at $654K in Q3 2017.
  • 293 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2018.

Based on Koch Industries's 13F filing for Q2 2018, filed 13 Aug 2018.