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Tortoise Capital Advisors’s Advanced Energy AEIS Stock Holding History

Tortoise 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
2020
Q1 		– Sell
-22
Closed -$2K – 125
2019
Q4 		$2K Hold
22
– – ﹤0.01% 109
2019
Q3 		$1K Hold
22
– – ﹤0.01% 114
2019
Q2 		$1K Hold
22
– – ﹤0.01% 135
2019
Q1 		$1K Hold
22
– – ﹤0.01% 131
2018
Q4 		$1K Hold
22
– – ﹤0.01% 128
2018
Q3 		$1K Hold
22
– – ﹤0.01% 140
2018
Q2 		$1K Hold
22
– – ﹤0.01% 139
2018
Q1 		$1K Hold
22
– – ﹤0.01% 138
2017
Q4 		$1K Buy
+22
New +$1.77K ﹤0.01% 140

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Tortoise Capital Advisors's AEIS Position: Q1 2020 in Review

Tortoise Capital Advisors sold out of Advanced Energy (AEIS) in Q1 2020, closing a stake of 22 shares — an estimated $2K sold.

Tortoise Capital Advisors first reported a position in AEIS in Q4 2017 and held it in 9 quarters. The position peaked at $2K in Q4 2019. 224 funds tracked by Wall St. Rank hold AEIS as of Q1 2020.

  • Tortoise Capital Advisors reported no remaining Advanced Energy position as of Q1 2020 after selling out during the quarter.
  • Tortoise Capital Advisors sold 22 Advanced Energy shares in Q1 2020, an estimated $2K.
  • Tortoise Capital Advisors first reported a position in Advanced Energy in Q4 2017 and held it in 9 quarters.
  • Tortoise Capital Advisors's Advanced Energy position peaked at $2K in Q4 2019.
  • 224 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2020.

Based on Tortoise Capital Advisors's 13F filing for Q1 2020, filed 14 May 2020.