WealthTrust-Arizona’s Advanced Energy AEIS Stock Holding History

WealthTrust-Arizona’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 Q1	–	Sell	-25	Closed	-$2K	–	646
2017 Q4	$2K	Hold	25	–	–	﹤0.01%	571
2017 Q3	$2K	Buy	+25	New	+$1.81K	﹤0.01%	568

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

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

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

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

WealthTrust-Arizona's AEIS Position: Q1 2018 in Review

WealthTrust-Arizona sold out of Advanced Energy (AEIS) in Q1 2018, closing a stake of 25 shares — an estimated $2K sold.

WealthTrust-Arizona first reported a position in AEIS in Q3 2017 and held it in 2 quarters. The position peaked at $2K in Q4 2017. 314 funds tracked by Wall St. Rank hold AEIS as of Q1 2018.

WealthTrust-Arizona reported no remaining Advanced Energy position as of Q1 2018 after selling out during the quarter.
WealthTrust-Arizona sold 25 Advanced Energy shares in Q1 2018, an estimated $2K.
WealthTrust-Arizona first reported a position in Advanced Energy in Q3 2017 and held it in 2 quarters.
WealthTrust-Arizona's Advanced Energy position peaked at $2K in Q4 2017.
314 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2018.

Based on WealthTrust-Arizona's 13F filing for Q1 2018, filed 18 Apr 2018.