SBIA
AEIS icon

Sheaff Brock Investment Advisors’s Advanced Energy AEIS Stock Holding History

Sheaff Brock Investment 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
Q1 		– Sell
-11,465
Closed -$774K – 552
2017
Q4 		$774K Sell
11,465
-962
-8% -$77.5K 0.1% 190
2017
Q3 		$1M Sell
12,427
-570
-4% -$41.3K 0.13% 143
2017
Q2 		$841K Sell
12,997
-1,573
-11% -$115K 0.11% 190
2017
Q1 		$999K Sell
14,570
-1,895
-12% -$117K 0.13% 146
2016
Q4 		$901K Buy
+16,465
New +$843K 0.11% 181

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Sheaff Brock Investment Advisors's AEIS Position: Q1 2018 in Review

Sheaff Brock Investment Advisors sold out of Advanced Energy (AEIS) in Q1 2018, closing a stake of 11,465 shares — an estimated $774K sold.

Sheaff Brock Investment Advisors first reported a position in AEIS in Q4 2016 and held it in 5 quarters. The position peaked at $1M in Q3 2017. 314 funds tracked by Wall St. Rank hold AEIS as of Q1 2018.

  • Sheaff Brock Investment Advisors reported no remaining Advanced Energy position as of Q1 2018 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 11,465 Advanced Energy shares in Q1 2018, an estimated $774K.
  • Sheaff Brock Investment Advisors first reported a position in Advanced Energy in Q4 2016 and held it in 5 quarters.
  • Sheaff Brock Investment Advisors's Advanced Energy position peaked at $1M in Q3 2017.
  • 314 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2018.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2018, filed 3 May 2018.