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Rational Advisors’s Advanced Energy AEIS Stock Holding History

Rational 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
2013
Q4 		$90K Sell
3,921
-261
-6% -$5.59K 0.01% 642
2013
Q3 		$73K Hold
4,182
– – 0.01% 696
2013
Q2 		$73K Buy
+4,182
New +$74.7K 0.01% 695

Other funds holding AEIS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Rational Advisors's AEIS Position: Q4 2013 in Review

Rational Advisors reduced its Advanced Energy (AEIS) stake by 6.2% in Q4 2013, selling an estimated $5.59K and leaving 3,921 shares worth $90K. The position accounts for 0.01% of the portfolio, ranked #642.

Rational Advisors first reported a position in AEIS in Q2 2013 and has held it in 3 quarters since. 158 funds tracked by Wall St. Rank hold AEIS as of Q4 2013.

  • Rational Advisors held 3,921 shares of Advanced Energy worth $90K as of Q4 2013.
  • Rational Advisors sold 261 Advanced Energy shares in Q4 2013, an estimated $5.59K.
  • Advanced Energy made up 0.01% of Rational Advisors's portfolio in Q4 2013, its #642 holding.
  • Rational Advisors first reported a position in Advanced Energy in Q2 2013 and has held it in 3 quarters since.
  • 158 funds tracked by Wall St. Rank held Advanced Energy as of Q4 2013.

Based on Rational Advisors's 13F filing for Q4 2013, filed 17 Feb 2015.