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Wagner Wealth Management (South Carolina)’s Advanced Energy AEIS Stock Holding History

Wagner Wealth Management (South Carolina)’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 		$0 Hold
8
– – ﹤0.01% 695
2018
Q2 		$0 Hold
8
– – ﹤0.01% 669
2018
Q1 		$1K Buy
+8
New +$553 ﹤0.01% 502
2017
Q4 		– Hold
0
– – – 582

Other funds holding AEIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s AEIS Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) held its Advanced Energy (AEIS) position steady in Q3 2018 at 8 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #695.

Wagner Wealth Management (South Carolina) first reported a position in AEIS in Q1 2018 and has held it in 3 quarters since. The position peaked at $1K in Q1 2018. 269 funds tracked by Wall St. Rank hold AEIS as of Q3 2018.

  • Wagner Wealth Management (South Carolina) held 8 shares of Advanced Energy worth $0 as of Q3 2018.
  • Wagner Wealth Management (South Carolina) left its Advanced Energy share count unchanged in Q3 2018.
  • Advanced Energy made up ﹤0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q3 2018, its #695 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in Advanced Energy in Q1 2018 and has held it in 3 quarters since.
  • Wagner Wealth Management (South Carolina)'s Advanced Energy position peaked at $1K in Q1 2018.
  • 269 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.