SCA
AEIS icon

Secor Capital Advisors’s Advanced Energy AEIS Stock Holding History

Secor 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
2018
Q4 		– Sell
-19,741
Closed -$1.02M – 464
2018
Q3 		$1.02M Buy
+19,741
New +$1.14M 0.11% 252
2016
Q3 		– Sell
-65,399
Closed -$2.48M – 495
2016
Q2 		$2.48M Buy
65,399
+45,923
+236% +$1.64M 0.31% 97
2016
Q1 		$678K Buy
+19,476
New +$570K 0.09% 257
2014
Q1 		– Sell
-23,295
Closed -$533K – 272
2013
Q4 		$533K Buy
+23,295
New +$499K 0.21% 192

Other funds holding AEIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Secor Capital Advisors's AEIS Position: Q4 2018 in Review

Secor Capital Advisors sold out of Advanced Energy (AEIS) in Q4 2018, closing a stake of 19,741 shares — an estimated $1.02M sold.

Secor Capital Advisors first reported a position in AEIS in Q4 2013 and held it in 4 quarters. The position peaked at $2.48M in Q2 2016. 249 funds tracked by Wall St. Rank hold AEIS as of Q4 2018.

  • Secor Capital Advisors reported no remaining Advanced Energy position as of Q4 2018 after selling out during the quarter.
  • Secor Capital Advisors sold 19,741 Advanced Energy shares in Q4 2018, an estimated $1.02M.
  • Secor Capital Advisors first reported a position in Advanced Energy in Q4 2013 and held it in 4 quarters.
  • Secor Capital Advisors's Advanced Energy position peaked at $2.48M in Q2 2016.
  • 249 funds tracked by Wall St. Rank held Advanced Energy as of Q4 2018.

Based on Secor Capital Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.