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MV Capital Management’s Advanced Energy AEIS Stock Holding History

MV 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
2017
Q4 		– Sell
-51
Closed -$4K – 360
2017
Q3 		$4K Hold
51
– – ﹤0.01% 301
2017
Q2 		$3K Hold
51
– – ﹤0.01% 306
2017
Q1 		$3K Hold
51
– – ﹤0.01% 304
2016
Q4 		$3K Buy
51
+18
+55% +$922 ﹤0.01% 306
2016
Q3 		$2K Buy
+33
New +$1.4K ﹤0.01% 310

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

MV Capital Management's AEIS Position: Q4 2017 in Review

MV Capital Management sold out of Advanced Energy (AEIS) in Q4 2017, closing a stake of 51 shares — an estimated $4K sold.

MV Capital Management first reported a position in AEIS in Q3 2016 and held it in 5 quarters. The position peaked at $4K in Q3 2017. 325 funds tracked by Wall St. Rank hold AEIS as of Q4 2017.

  • MV Capital Management reported no remaining Advanced Energy position as of Q4 2017 after selling out during the quarter.
  • MV Capital Management sold 51 Advanced Energy shares in Q4 2017, an estimated $4K.
  • MV Capital Management first reported a position in Advanced Energy in Q3 2016 and held it in 5 quarters.
  • MV Capital Management's Advanced Energy position peaked at $4K in Q3 2017.
  • 325 funds tracked by Wall St. Rank held Advanced Energy as of Q4 2017.

Based on MV Capital Management's 13F filing for Q4 2017, filed 5 Mar 2018.