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Monarch Partners Asset Management’s Advanced Energy AEIS Stock Holding History

Monarch Partners Asset 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
2020
Q1 		– Sell
-82,107
Closed -$5.85M – 155
2019
Q4 		$5.85M Buy
+82,107
New +$5.11M 1.3% 23
2017
Q3 		– Sell
-105,520
Closed -$6.83M – 180
2017
Q2 		$6.83M Buy
+105,520
New +$7.71M 0.68% 61

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Monarch Partners Asset Management's AEIS Position: Q1 2020 in Review

Monarch Partners Asset Management sold out of Advanced Energy (AEIS) in Q1 2020, closing a stake of 82,107 shares — an estimated $5.85M sold.

Monarch Partners Asset Management first reported a position in AEIS in Q2 2017 and held it in 2 quarters. The position peaked at $6.83M in Q2 2017. 224 funds tracked by Wall St. Rank hold AEIS as of Q1 2020.

  • Monarch Partners Asset Management reported no remaining Advanced Energy position as of Q1 2020 after selling out during the quarter.
  • Monarch Partners Asset Management sold 82,107 Advanced Energy shares in Q1 2020, an estimated $5.85M.
  • Monarch Partners Asset Management first reported a position in Advanced Energy in Q2 2017 and held it in 2 quarters.
  • Monarch Partners Asset Management's Advanced Energy position peaked at $6.83M in Q2 2017.
  • 224 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2020.

Based on Monarch Partners Asset Management's 13F filing for Q1 2020, filed 4 May 2020.