Westfield Capital Management
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Westfield Capital Management’s Advanced Energy AEIS Stock Holding History

Westfield 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
2021
Q3 		– Sell
-347,601
Closed -$39.2M – 236
2021
Q2 		$39.2M Buy
347,601
+112,225
+48% +$11.9M 0.23% 142
2021
Q1 		$25.7M Sell
235,376
-218,896
-48% -$23.7M 0.16% 158
2020
Q4 		$44.1M Sell
454,272
-58,338
-11% -$4.96M 0.26% 130
2020
Q3 		$32.3M Buy
512,610
+52,764
+11% +$3.68M 0.21% 139
2020
Q2 		$31.2M Buy
459,846
+66,522
+17% +$3.96M 0.21% 132
2020
Q1 		$19.1M Buy
393,324
+100,101
+34% +$6.36M 0.17% 147
2019
Q4 		$20.9M Buy
+293,223
New +$18.2M 0.15% 159
2019
Q1 		– Sell
-173,030
Closed -$7.43M – 248
2018
Q4 		$7.43M Sell
173,030
-212,973
-55% -$9.49M 0.06% 198
2018
Q3 		$19.9M Sell
386,003
-4,870
-1% -$282K 0.14% 180
2018
Q2 		$22.7M Buy
+390,873
New +$24.7M 0.17% 176
2015
Q3 		– Sell
-1,170,108
Closed -$32.2M – 262
2015
Q2 		$32.2M Sell
1,170,108
-150,811
-11% -$4.09M 0.2% 140
2015
Q1 		$33.9M Buy
1,320,919
+7,315
+0.6% +$186K 0.2% 147
2014
Q4 		$31.1M Buy
1,313,604
+514,004
+64% +$10.5M 0.18% 158
2014
Q3 		$15M Buy
+799,600
New +$14.7M 0.09% 211

Other funds holding AEIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Westfield Capital Management's AEIS Position: Q3 2021 in Review

Westfield Capital Management sold out of Advanced Energy (AEIS) in Q3 2021, closing a stake of 347,601 shares — an estimated $39.2M sold.

Westfield Capital Management first reported a position in AEIS in Q3 2014 and held it in 14 quarters. The position peaked at $44.1M in Q4 2020. 258 funds tracked by Wall St. Rank hold AEIS as of Q3 2021.

  • Westfield Capital Management reported no remaining Advanced Energy position as of Q3 2021 after selling out during the quarter.
  • Westfield Capital Management sold 347,601 Advanced Energy shares in Q3 2021, an estimated $39.2M.
  • Westfield Capital Management first reported a position in Advanced Energy in Q3 2014 and held it in 14 quarters.
  • Westfield Capital Management's Advanced Energy position peaked at $44.1M in Q4 2020.
  • 258 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2021.

Based on Westfield Capital Management's 13F filing for Q3 2021, filed 12 Nov 2021.