MCM
AEIS icon

McKinley Capital Management’s Advanced Energy AEIS Stock Holding History

McKinley Capital 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
Q2 		– Sell
-4,483
Closed -$286K – 302
2018
Q1 		$286K Sell
4,483
-48,576
-92% -$3.36M 0.02% 196
2017
Q4 		$3.58M Buy
53,059
+37
+0.1% +$2.98K 0.18% 102
2017
Q3 		$4.28M Buy
53,022
+2,123
+4% +$154K 0.18% 98
2017
Q2 		$3.29M Buy
50,899
+8,140
+19% +$595K 0.12% 126
2017
Q1 		$2.93M Buy
42,759
+18
+0% +$1.11K 0.11% 136
2016
Q4 		$2.34M Buy
+42,741
New +$2.19M 0.09% 154
2015
Q3 		– Sell
-99,619
Closed -$2.74M – 334
2015
Q2 		$2.74M Sell
99,619
-161
-0.2% -$4.37K 0.12% 183
2015
Q1 		$2.56M Sell
99,780
-14
-0% -$356 0.1% 184
2014
Q4 		$2.37M Buy
+99,794
New +$2.03M 0.1% 178
2013
Q3 		– Sell
-239,616
Closed -$4.17M – 350
2013
Q2 		$4.17M Buy
+239,616
New +$4.28M 0.21% 105

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

McKinley Capital Management's AEIS Position: Q2 2018 in Review

McKinley Capital Management sold out of Advanced Energy (AEIS) in Q2 2018, closing a stake of 4,483 shares — an estimated $286K sold.

McKinley Capital Management first reported a position in AEIS in Q2 2013 and held it in 10 quarters. The position peaked at $4.28M in Q3 2017. 294 funds tracked by Wall St. Rank hold AEIS as of Q2 2018.

  • McKinley Capital Management reported no remaining Advanced Energy position as of Q2 2018 after selling out during the quarter.
  • McKinley Capital Management sold 4,483 Advanced Energy shares in Q2 2018, an estimated $286K.
  • McKinley Capital Management first reported a position in Advanced Energy in Q2 2013 and held it in 10 quarters.
  • McKinley Capital Management's Advanced Energy position peaked at $4.28M in Q3 2017.
  • 294 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2018.

Based on McKinley Capital Management's 13F filing for Q2 2018, filed 13 Jul 2018.