MYCIO Wealth Partners’s Advanced Energy AEIS Stock Holding History

MYCIO Wealth Partners’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
2016 Q4	–	Sell	-250	Closed	-$12K	–	226
2016 Q3	$12K	Hold	250	–	–	﹤0.01%	537
2016 Q2	$9K	Hold	250	–	–	﹤0.01%	570
2016 Q1	$9K	Hold	250	–	–	﹤0.01%	529
2015 Q4	$7K	Hold	250	–	–	﹤0.01%	568
2015 Q3	$7K	Hold	250	–	–	﹤0.01%	604
2015 Q2	$7K	Hold	250	–	–	﹤0.01%	556
2015 Q1	$6K	Hold	250	–	–	﹤0.01%	528
2014 Q4	$6K	Hold	250	–	–	﹤0.01%	502
2014 Q3	$5K	Hold	250	–	–	﹤0.01%	511
2014 Q2	$5K	Hold	250	–	–	﹤0.01%	528
2014 Q1	$6K	Buy	+250	New	+$6.52K	﹤0.01%	511

Other funds holding AEIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

PIMC

Praesidium Investment Management Company New York $214M AUM 1.94% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

MYCIO Wealth Partners's AEIS Position: Q4 2016 in Review

MYCIO Wealth Partners sold out of Advanced Energy (AEIS) in Q4 2016, closing a stake of 250 shares — an estimated $12K sold.

MYCIO Wealth Partners first reported a position in AEIS in Q1 2014 and held it in 11 quarters. The position peaked at $12K in Q3 2016. 261 funds tracked by Wall St. Rank hold AEIS as of Q4 2016.

MYCIO Wealth Partners reported no remaining Advanced Energy position as of Q4 2016 after selling out during the quarter.
MYCIO Wealth Partners sold 250 Advanced Energy shares in Q4 2016, an estimated $12K.
MYCIO Wealth Partners first reported a position in Advanced Energy in Q1 2014 and held it in 11 quarters.
MYCIO Wealth Partners's Advanced Energy position peaked at $12K in Q3 2016.
261 funds tracked by Wall St. Rank held Advanced Energy as of Q4 2016.

Based on MYCIO Wealth Partners's 13F filing for Q4 2016, filed 1 Feb 2017.