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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return