WFG Advisors’s Advanced Energy AEIS Stock Holding History

WFG Advisors’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
2013 Q3	–	Sell	-79	Closed	-$1K	–	2140
2013 Q2	$1K	Buy	+79	New	+$1.41K	﹤0.01%	1918

Other funds holding AEIS

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

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

Royce & Associates New York $12.4B AUM 64.17% 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

BIT

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

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Killen Group Berwyn, Pennsylvania $866M AUM 0.25% 1-Year Est. Return

WFG Advisors's AEIS Position: Q3 2013 in Review

WFG Advisors sold out of Advanced Energy (AEIS) in Q3 2013, closing a stake of 79 shares — an estimated $1K sold.

WFG Advisors first reported a position in AEIS in Q2 2013 and held it in 1 quarter. The position peaked at $1K in Q2 2013. 156 funds tracked by Wall St. Rank hold AEIS as of Q3 2013.

WFG Advisors reported no remaining Advanced Energy position as of Q3 2013 after selling out during the quarter.
WFG Advisors sold 79 Advanced Energy shares in Q3 2013, an estimated $1K.
WFG Advisors first reported a position in Advanced Energy in Q2 2013 and held it in 1 quarter.
WFG Advisors's Advanced Energy position peaked at $1K in Q2 2013.
156 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2013.

Based on WFG Advisors's 13F filing for Q3 2013, filed 31 Oct 2013.