Winslow Evans & Crocker’s Advanced Energy AEIS Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	$177K	Buy	1,825 +950	+109%	+$80.8K	0.03%	349
2020 Q3	$55K	Hold	875	–	–	0.01%	446
2020 Q2	$59K	Sell	875 -1	-0.1%	-$60	0.02%	439
2020 Q1	$44K	Hold	876	–	–	0.01%	441
2019 Q4	$64K	Hold	876	–	–	0.02%	459
2019 Q3	$52K	Hold	876	–	–	0.01%	485
2019 Q2	$50K	Hold	876	–	–	0.01%	503
2019 Q1	$44K	Hold	876	–	–	0.01%	517
2018 Q4	$38K	Hold	876	–	–	0.01%	505
2018 Q3	$46K	Hold	876	–	–	0.01%	497
2018 Q2	$52K	Hold	876	–	–	0.02%	481
2018 Q1	$55.9K	Hold	876	–	–	0.02%	464
2017 Q4	$59K	Hold	876	–	–	0.02%	461
2017 Q3	$70.7K	Sell	876 -2,074	-70%	-$150K	0.02%	411
2017 Q2	$197K	Sell	2,950 -1,000	-25%	-$73.1K	0.05%	318
2017 Q1	$271K	Buy	3,950 +1,374	+53%	+$84.9K	0.09%	248
2016 Q4	$141K	Buy	+2,576	New	+$132K	0.04%	341
2014 Q4	–	Sell	-90	Closed	-$1.67K	–	1295
2014 Q3	$1.67K	Buy	+90	New	+$1.66K	﹤0.01%	1297
2014 Q1	–	Sell	-265	Closed	-$6K	–	1286
2013 Q4	$6K	Buy	+265	New	+$5.68K	﹤0.01%	1067

Other funds holding AEIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Winslow Evans & Crocker's AEIS Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Advanced Energy (AEIS) stake by 109% in Q4 2020, buying an estimated $80.8K and bringing the position to 1,825 shares worth $177K. The position accounts for 0.03% of the portfolio, ranked #349.

Winslow Evans & Crocker first reported a position in AEIS in Q4 2013 and has held it in 19 quarters since. The position peaked at $271K in Q1 2017. 289 funds tracked by Wall St. Rank hold AEIS as of Q4 2020.

Winslow Evans & Crocker held 1,825 shares of Advanced Energy worth $177K as of Q4 2020.
Winslow Evans & Crocker bought 950 Advanced Energy shares in Q4 2020, an estimated $80.8K.
Advanced Energy made up 0.03% of Winslow Evans & Crocker's portfolio in Q4 2020, its #349 holding.
Winslow Evans & Crocker first reported a position in Advanced Energy in Q4 2013 and has held it in 19 quarters since.
Winslow Evans & Crocker's Advanced Energy position peaked at $271K in Q1 2017.
289 funds tracked by Wall St. Rank held Advanced Energy as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.