Valeo Financial Advisors’s Advanced Energy AEIS Stock Holding History

Valeo Financial 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
2018 Q2	–	Sell	-103	Closed	-$7K	–	1600
2018 Q1	$7K	Buy	+103	New	+$7.12K	﹤0.01%	1010

Other funds holding AEIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Valeo Financial Advisors's AEIS Position: Q2 2018 in Review

Valeo Financial Advisors sold out of Advanced Energy (AEIS) in Q2 2018, closing a stake of 103 shares — an estimated $7K sold.

Valeo Financial Advisors first reported a position in AEIS in Q1 2018 and held it in 1 quarter. The position peaked at $7K in Q1 2018. 293 funds tracked by Wall St. Rank hold AEIS as of Q2 2018.

Valeo Financial Advisors reported no remaining Advanced Energy position as of Q2 2018 after selling out during the quarter.
Valeo Financial Advisors sold 103 Advanced Energy shares in Q2 2018, an estimated $7K.
Valeo Financial Advisors first reported a position in Advanced Energy in Q1 2018 and held it in 1 quarter.
Valeo Financial Advisors's Advanced Energy position peaked at $7K in Q1 2018.
293 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2018.

Based on Valeo Financial Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.