One Wealth Advisors’s Advanced Energy AEIS Stock Holding History

One Wealth Advisors’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 Q1	–	Sell	-2,661	Closed	-$180K	–	514
2017 Q4	$180K	Buy	+2,661	New	+$214K	0.15%	126

Other funds holding AEIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

One Wealth Advisors's AEIS Position: Q1 2018 in Review

One Wealth Advisors sold out of Advanced Energy (AEIS) in Q1 2018, closing a stake of 2,661 shares — an estimated $180K sold.

One Wealth Advisors first reported a position in AEIS in Q4 2017 and held it in 1 quarter. The position peaked at $180K in Q4 2017. 314 funds tracked by Wall St. Rank hold AEIS as of Q1 2018.

One Wealth Advisors reported no remaining Advanced Energy position as of Q1 2018 after selling out during the quarter.
One Wealth Advisors sold 2,661 Advanced Energy shares in Q1 2018, an estimated $180K.
One Wealth Advisors first reported a position in Advanced Energy in Q4 2017 and held it in 1 quarter.
One Wealth Advisors's Advanced Energy position peaked at $180K in Q4 2017.
314 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2018.

Based on One Wealth Advisors's 13F filing for Q1 2018, filed 15 May 2018.