PAM
AEIS icon

Princeton Alpha Management’s Advanced Energy AEIS Stock Holding History

Princeton Alpha 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
Q2 		– Sell
-4,452
Closed -$305K – 10
2017
Q1 		$305K Buy
+4,452
New +$275K 0.1% 343
2016
Q4 		– Sell
-10,000
Closed -$473K – 673
2016
Q3 		$473K Sell
10,000
-2,045
-17% -$86.9K 0.09% 340
2016
Q2 		$457K Buy
12,045
+4,110
+52% +$147K 0.08% 374
2016
Q1 		$276K Buy
7,935
+470
+6% +$13.8K 0.04% 543
2015
Q4 		$211K Buy
+7,465
New +$213K 0.04% 615

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Princeton Alpha Management's AEIS Position: Q2 2017 in Review

Princeton Alpha Management sold out of Advanced Energy (AEIS) in Q2 2017, closing a stake of 4,452 shares — an estimated $305K sold.

Princeton Alpha Management first reported a position in AEIS in Q4 2015 and held it in 5 quarters. The position peaked at $473K in Q3 2016. 302 funds tracked by Wall St. Rank hold AEIS as of Q2 2017.

  • Princeton Alpha Management reported no remaining Advanced Energy position as of Q2 2017 after selling out during the quarter.
  • Princeton Alpha Management sold 4,452 Advanced Energy shares in Q2 2017, an estimated $305K.
  • Princeton Alpha Management first reported a position in Advanced Energy in Q4 2015 and held it in 5 quarters.
  • Princeton Alpha Management's Advanced Energy position peaked at $473K in Q3 2016.
  • 302 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2017.

Based on Princeton Alpha Management's 13F filing for Q2 2017.