Stephens Inc’s Advanced Energy AEIS Stock Holding History

Stephens Inc’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	–	Sell	-24,887	Closed	-$436K	–	875
2013 Q3	$436K	Buy	+24,887	New	+$490K	0.02%	507

Other funds holding AEIS

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Stephens Inc's AEIS Position: Q4 2013 in Review

Stephens Inc sold out of Advanced Energy (AEIS) in Q4 2013, closing a stake of 24,887 shares — an estimated $436K sold.

Stephens Inc first reported a position in AEIS in Q3 2013 and held it in 1 quarter. The position peaked at $436K in Q3 2013. 158 funds tracked by Wall St. Rank hold AEIS as of Q4 2013.

Stephens Inc reported no remaining Advanced Energy position as of Q4 2013 after selling out during the quarter.
Stephens Inc sold 24,887 Advanced Energy shares in Q4 2013, an estimated $436K.
Stephens Inc first reported a position in Advanced Energy in Q3 2013 and held it in 1 quarter.
Stephens Inc's Advanced Energy position peaked at $436K in Q3 2013.
158 funds tracked by Wall St. Rank held Advanced Energy as of Q4 2013.

Based on Stephens Inc's 13F filing for Q4 2013, filed 14 Feb 2014.