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YorkBridge Wealth Partners’s Advanced Energy AEIS Stock Holding History

YorkBridge Wealth Partners’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
Q3 		– Sell
-382
Closed -$22K – 747
2018
Q2 		$22K Buy
382
+71
+23% +$4.49K 0.01% 512
2018
Q1 		$20K Buy
311
+42
+16% +$2.9K 0.01% 521
2017
Q4 		$18K Sell
269
-2
-0.7% -$161 0.01% 539
2017
Q3 		$22K Buy
271
+15
+6% +$1.09K 0.01% 493
2017
Q2 		$17K Sell
256
-64
-20% -$4.68K 0.01% 543
2017
Q1 		$24K Buy
+320
New +$19.8K 0.01% 458

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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

YorkBridge Wealth Partners's AEIS Position: Q3 2018 in Review

YorkBridge Wealth Partners sold out of Advanced Energy (AEIS) in Q3 2018, closing a stake of 382 shares — an estimated $22K sold.

YorkBridge Wealth Partners first reported a position in AEIS in Q1 2017 and held it in 6 quarters. The position peaked at $24K in Q1 2017. 268 funds tracked by Wall St. Rank hold AEIS as of Q3 2018.

  • YorkBridge Wealth Partners reported no remaining Advanced Energy position as of Q3 2018 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 382 Advanced Energy shares in Q3 2018, an estimated $22K.
  • YorkBridge Wealth Partners first reported a position in Advanced Energy in Q1 2017 and held it in 6 quarters.
  • YorkBridge Wealth Partners's Advanced Energy position peaked at $24K in Q1 2017.
  • 268 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.