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TrustCore Financial Services’s Advanced Energy AEIS Stock Holding History

TrustCore Financial Services’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
Q3 		– Sell
-27
Closed -$2K – 828
2018
Q2 		$2K Buy
+27
New +$1.71K ﹤0.01% 804

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TrustCore Financial Services's AEIS Position: Q3 2018 in Review

TrustCore Financial Services sold out of Advanced Energy (AEIS) in Q3 2018, closing a stake of 27 shares — an estimated $2K sold.

TrustCore Financial Services first reported a position in AEIS in Q2 2018 and held it in 1 quarter. The position peaked at $2K in Q2 2018. 268 funds tracked by Wall St. Rank hold AEIS as of Q3 2018.

  • TrustCore Financial Services reported no remaining Advanced Energy position as of Q3 2018 after selling out during the quarter.
  • TrustCore Financial Services sold 27 Advanced Energy shares in Q3 2018, an estimated $2K.
  • TrustCore Financial Services first reported a position in Advanced Energy in Q2 2018 and held it in 1 quarter.
  • TrustCore Financial Services's Advanced Energy position peaked at $2K in Q2 2018.
  • 268 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2018.

Based on TrustCore Financial Services's 13F filing for Q3 2018, filed 9 Nov 2018.