Wealthfront’s Advanced Energy AEIS Stock Holding History

Wealthfront’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
2014 Q4	–	Sell	-171	Closed	-$3K	–	656
2014 Q3	$3K	Buy	+171	New	+$3.15K	﹤0.01%	565

Other funds holding AEIS

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

QAM

Quentec Asset Management New York $634M AUM 22.87% 1-Year Est. Return

Wealthfront's AEIS Position: Q4 2014 in Review

Wealthfront sold out of Advanced Energy (AEIS) in Q4 2014, closing a stake of 171 shares — an estimated $3K sold.

Wealthfront first reported a position in AEIS in Q3 2014 and held it in 1 quarter. The position peaked at $3K in Q3 2014. 164 funds tracked by Wall St. Rank hold AEIS as of Q4 2014.

Wealthfront reported no remaining Advanced Energy position as of Q4 2014 after selling out during the quarter.
Wealthfront sold 171 Advanced Energy shares in Q4 2014, an estimated $3K.
Wealthfront first reported a position in Advanced Energy in Q3 2014 and held it in 1 quarter.
Wealthfront's Advanced Energy position peaked at $3K in Q3 2014.
164 funds tracked by Wall St. Rank held Advanced Energy as of Q4 2014.

Based on Wealthfront's 13F filing for Q4 2014, filed 17 Feb 2015.