SKK
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Shepherd Kaplan Krochuk’s Advanced Energy AEIS Stock Holding History

Shepherd Kaplan Krochuk’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
2015
Q3 		– Sell
-18,459
Closed -$507K – 389
2015
Q2 		$507K Sell
18,459
-5,060
-22% -$137K 0.1% 174
2015
Q1 		$603K Sell
23,519
-12,481
-35% -$318K 0.11% 149
2014
Q4 		$854K Sell
36,000
-12,000
-25% -$245K 0.14% 147
2014
Q3 		$902K Sell
48,000
-5,000
-9% -$92.1K 0.12% 149
2014
Q2 		$1.02M Buy
53,000
+5,000
+10% +$102K 0.11% 138
2014
Q1 		$1.18M Sell
48,000
-8,000
-14% -$209K 0.14% 122
2013
Q4 		$1.28M Sell
56,000
-17,600
-24% -$377K 0.16% 110
2013
Q3 		$1.29M Sell
73,600
-5,400
-7% -$106K 0.22% 99
2013
Q2 		$1.38M Buy
+79,000
New +$1.41M 0.28% 83

Other funds holding AEIS

Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return