LFA
AEIS icon

Legacy Financial Advisors’s Advanced Energy AEIS Stock Holding History

Legacy Financial Advisors’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
-60
Closed -$3K – 925
2018
Q1 		$3K Hold
60
– – ﹤0.01% 703
2017
Q4 		$4K Buy
+60
New +$4.83K ﹤0.01% 660

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 $3.37T AUM 44.26% 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

Legacy Financial Advisors's AEIS Position: Q2 2018 in Review

Legacy Financial Advisors sold out of Advanced Energy (AEIS) in Q2 2018, closing a stake of 60 shares — an estimated $3K sold.

Legacy Financial Advisors first reported a position in AEIS in Q4 2017 and held it in 2 quarters. The position peaked at $4K in Q4 2017. 293 funds tracked by Wall St. Rank hold AEIS as of Q2 2018.

  • Legacy Financial Advisors reported no remaining Advanced Energy position as of Q2 2018 after selling out during the quarter.
  • Legacy Financial Advisors sold 60 Advanced Energy shares in Q2 2018, an estimated $3K.
  • Legacy Financial Advisors first reported a position in Advanced Energy in Q4 2017 and held it in 2 quarters.
  • Legacy Financial Advisors's Advanced Energy position peaked at $4K in Q4 2017.
  • 293 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2018.

Based on Legacy Financial Advisors's 13F filing for Q2 2018, filed 17 Jul 2018.