MFG
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Magnus Financial Group’s Advanced Energy AEIS Stock Holding History

Magnus Financial Group’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
2020
Q3 		– Sell
-4,028
Closed -$273K – 327
2020
Q2 		$273K Buy
+4,028
New +$240K 0.03% 406

Other funds holding AEIS

BlackRock
BlackRock New York $5.72T 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 $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Magnus Financial Group's AEIS Position: Q3 2020 in Review

Magnus Financial Group sold out of Advanced Energy (AEIS) in Q3 2020, closing a stake of 4,028 shares — an estimated $273K sold.

Magnus Financial Group first reported a position in AEIS in Q2 2020 and held it in 1 quarter. The position peaked at $273K in Q2 2020. 258 funds tracked by Wall St. Rank hold AEIS as of Q3 2020.

  • Magnus Financial Group reported no remaining Advanced Energy position as of Q3 2020 after selling out during the quarter.
  • Magnus Financial Group sold 4,028 Advanced Energy shares in Q3 2020, an estimated $273K.
  • Magnus Financial Group first reported a position in Advanced Energy in Q2 2020 and held it in 1 quarter.
  • Magnus Financial Group's Advanced Energy position peaked at $273K in Q2 2020.
  • 258 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2020.

Based on Magnus Financial Group's 13F filing for Q3 2020, filed 5 Nov 2020.