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R&F Capital Advisors’s Advanced Energy AEIS Stock Holding History

R&F Capital 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
2017
Q1 		$569K Buy
8,304
+677
+9% +$41.8K 0.15% 211
2016
Q4 		$418K Buy
+7,627
New +$391K 0.15% 214

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

R&F Capital Advisors's AEIS Position: Q1 2017 in Review

R&F Capital Advisors increased its Advanced Energy (AEIS) stake by 8.9% in Q1 2017, buying an estimated $41.8K and bringing the position to 8,304 shares worth $569K. The position accounts for 0.15% of the portfolio, ranked #211.

R&F Capital Advisors first reported a position in AEIS in Q4 2016 and has held it in 2 quarters since. 287 funds tracked by Wall St. Rank hold AEIS as of Q1 2017.

  • R&F Capital Advisors held 8,304 shares of Advanced Energy worth $569K as of Q1 2017.
  • R&F Capital Advisors bought 677 Advanced Energy shares in Q1 2017, an estimated $41.8K.
  • Advanced Energy made up 0.15% of R&F Capital Advisors's portfolio in Q1 2017, its #211 holding.
  • R&F Capital Advisors first reported a position in Advanced Energy in Q4 2016 and has held it in 2 quarters since.
  • 287 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2017.

Based on R&F Capital Advisors's 13F filing for Q1 2017, filed 15 May 2017.