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Turner Investments’s Advanced Energy AEIS Stock Holding History

Turner Investments’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
2017
Q2 		– Sell
-7,000
Closed -$480K – 238
2017
Q1 		$480K Sell
7,000
-500
-7% -$30.9K 0.31% 102
2016
Q4 		$411K Buy
+7,500
New +$384K 0.17% 163

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Turner Investments's AEIS Position: Q2 2017 in Review

Turner Investments sold out of Advanced Energy (AEIS) in Q2 2017, closing a stake of 7,000 shares — an estimated $480K sold.

Turner Investments first reported a position in AEIS in Q4 2016 and held it in 2 quarters. The position peaked at $480K in Q1 2017. 302 funds tracked by Wall St. Rank hold AEIS as of Q2 2017.

  • Turner Investments reported no remaining Advanced Energy position as of Q2 2017 after selling out during the quarter.
  • Turner Investments sold 7,000 Advanced Energy shares in Q2 2017, an estimated $480K.
  • Turner Investments first reported a position in Advanced Energy in Q4 2016 and held it in 2 quarters.
  • Turner Investments's Advanced Energy position peaked at $480K in Q1 2017.
  • 302 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2017.

Based on Turner Investments's 13F filing for Q2 2017, filed 4 Aug 2017.