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WealthBridge Capital Management’s Advanced Energy AEIS Stock Holding History

WealthBridge Capital Management’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
2019
Q1 		– Sell
-250
Closed -$11K – 963
2018
Q4 		$11K Buy
+250
New +$11.1K 0.01% 499

Other funds holding AEIS

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

WealthBridge Capital Management's AEIS Position: Q1 2019 in Review

WealthBridge Capital Management sold out of Advanced Energy (AEIS) in Q1 2019, closing a stake of 250 shares — an estimated $11K sold.

WealthBridge Capital Management first reported a position in AEIS in Q4 2018 and held it in 1 quarter. The position peaked at $11K in Q4 2018. 241 funds tracked by Wall St. Rank hold AEIS as of Q1 2019.

  • WealthBridge Capital Management reported no remaining Advanced Energy position as of Q1 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 250 Advanced Energy shares in Q1 2019, an estimated $11K.
  • WealthBridge Capital Management first reported a position in Advanced Energy in Q4 2018 and held it in 1 quarter.
  • WealthBridge Capital Management's Advanced Energy position peaked at $11K in Q4 2018.
  • 241 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2019.

Based on WealthBridge Capital Management's 13F filing for Q1 2019, filed 15 May 2019.