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Psagot Value Holdings’s Advanced Energy AEIS Stock Holding History

Psagot Value Holdings’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
2019
Q2 		– Sell
-561
Closed -$28K – 400
2019
Q1 		$28K Buy
561
+48
+9% +$2.33K ﹤0.01% 367
2018
Q4 		$22K Buy
+513
New +$22.8K ﹤0.01% 375
2014
Q4 		– Sell
-2,430
Closed -$46K – 352
2014
Q3 		$46K Sell
2,430
-24
-1% -$442 ﹤0.01% 305
2014
Q2 		$47K Buy
2,454
+728
+42% +$14.9K ﹤0.01% 308
2014
Q1 		$42K Sell
1,726
-290
-14% -$7.57K ﹤0.01% 392
2013
Q4 		$46K Sell
2,016
-2,480
-55% -$53.1K ﹤0.01% 369
2013
Q3 		$79K Buy
+4,496
New +$88.5K ﹤0.01% 348

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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

Psagot Value Holdings's AEIS Position: Q2 2019 in Review

Psagot Value Holdings sold out of Advanced Energy (AEIS) in Q2 2019, closing a stake of 561 shares — an estimated $28K sold.

Psagot Value Holdings first reported a position in AEIS in Q3 2013 and held it in 7 quarters. The position peaked at $79K in Q3 2013. 223 funds tracked by Wall St. Rank hold AEIS as of Q2 2019.

  • Psagot Value Holdings reported no remaining Advanced Energy position as of Q2 2019 after selling out during the quarter.
  • Psagot Value Holdings sold 561 Advanced Energy shares in Q2 2019, an estimated $28K.
  • Psagot Value Holdings first reported a position in Advanced Energy in Q3 2013 and held it in 7 quarters.
  • Psagot Value Holdings's Advanced Energy position peaked at $79K in Q3 2013.
  • 223 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2019.

Based on Psagot Value Holdings's 13F filing for Q2 2019, filed 29 Jul 2019.