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Stratos Wealth Partners’s Advanced Energy AEIS Stock Holding History

Stratos Wealth Partners’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
Q2 		– Sell
-219
Closed -$14K – 990
2018
Q1 		$14K Buy
219
+202
+1,188% +$14K ﹤0.01% 2153
2017
Q4 		$1K Buy
+17
New +$1.37K ﹤0.01% 2677

Other funds holding AEIS

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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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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 $3.37T AUM 44.26% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Stratos Wealth Partners's AEIS Position: Q2 2018 in Review

Stratos Wealth Partners sold out of Advanced Energy (AEIS) in Q2 2018, closing a stake of 219 shares — an estimated $14K sold.

Stratos Wealth Partners first reported a position in AEIS in Q4 2017 and held it in 2 quarters. The position peaked at $14K in Q1 2018. 293 funds tracked by Wall St. Rank hold AEIS as of Q2 2018.

  • Stratos Wealth Partners reported no remaining Advanced Energy position as of Q2 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 219 Advanced Energy shares in Q2 2018, an estimated $14K.
  • Stratos Wealth Partners first reported a position in Advanced Energy in Q4 2017 and held it in 2 quarters.
  • Stratos Wealth Partners's Advanced Energy position peaked at $14K in Q1 2018.
  • 293 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2018.

Based on Stratos Wealth Partners's 13F filing for Q2 2018, filed 13 Aug 2018.