Piermont Capital Management’s Advanced Energy AEIS Stock Holding History

Piermont 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 Q3	–	Sell	-5,750	Closed	-$334K	–	116
2018 Q2	$334K	Buy	5,750 +210	+4%	+$13.3K	0.1%	202
2018 Q1	$354K	Sell	5,540 -840	-13%	-$58K	0.12%	211
2017 Q4	$431K	Sell	6,380 -350	-5%	-$28.2K	0.14%	182
2017 Q3	$544K	Buy	+6,730	New	+$488K	0.18%	147
2016 Q1	–	Sell	-19,280	Closed	-$544K	–	235
2015 Q4	$544K	Sell	19,280 -1,320	-6%	-$37.6K	0.17%	133
2015 Q3	$542K	Hold	20,600	–	–	0.18%	124
2015 Q2	$566K	Buy	+20,600	New	+$559K	0.17%	140
2015 Q1	–	Sell	-16,300	Closed	-$386K	–	231
2014 Q4	$386K	Hold	16,300	–	–	0.14%	129
2014 Q3	$306K	Buy	+16,300	New	+$300K	0.12%	154

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 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

Piermont Capital Management's AEIS Position: Q3 2018 in Review

Piermont Capital Management sold out of Advanced Energy (AEIS) in Q3 2018, closing a stake of 5,750 shares — an estimated $334K sold.

Piermont Capital Management first reported a position in AEIS in Q3 2014 and held it in 9 quarters. The position peaked at $566K in Q2 2015. 268 funds tracked by Wall St. Rank hold AEIS as of Q3 2018.

Piermont Capital Management reported no remaining Advanced Energy position as of Q3 2018 after selling out during the quarter.
Piermont Capital Management sold 5,750 Advanced Energy shares in Q3 2018, an estimated $334K.
Piermont Capital Management first reported a position in Advanced Energy in Q3 2014 and held it in 9 quarters.
Piermont Capital Management's Advanced Energy position peaked at $566K in Q2 2015.
268 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2018.

Based on Piermont Capital Management's 13F filing for Q3 2018, filed 6 Nov 2018.