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Lucus Advisors’s Advanced Energy AEIS Stock Holding History

Lucus 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
Q1 		– Sell
-4,730
Closed -$319K – 193
2017
Q4 		$319K Buy
+4,730
New +$381K 0.47% 177
2017
Q3 		– Sell
-5,483
Closed -$355K – 189
2017
Q2 		$355K Buy
+5,483
New +$401K 0.48% 146
2016
Q2 		– Sell
-14,932
Closed -$519K – 251
2016
Q1 		$519K Sell
14,932
-2,095
-12% -$61.3K 0.31% 161
2015
Q4 		$481K Sell
17,027
-1,377
-7% -$39.2K 0.29% 55
2015
Q3 		$484K Buy
18,404
+535
+3% +$13.8K 0.27% 26
2015
Q2 		$491K Sell
17,869
-2,141
-11% -$58.1K 0.24% 200
2015
Q1 		$513K Sell
20,010
-2,186
-10% -$55.6K 0.26% 132
2014
Q4 		$526K Buy
+22,196
New +$452K 0.24% 23

Other funds holding AEIS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return