ZIM
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ZPR Investment Management’s Advanced Energy AEIS Stock Holding History

ZPR Investment 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
2018
Q4 		– Sell
-29,255
Closed -$1.51M – 77
2018
Q3 		$1.51M Sell
29,255
-14,200
-33% -$822K 2.29% 11
2018
Q2 		$2.52M Buy
43,455
+3,415
+9% +$216K 3.38% 8
2018
Q1 		$2.56M Buy
40,040
+10,600
+36% +$732K 3.69% 4
2017
Q4 		$1.99M Buy
29,440
+19,498
+196% +$1.57M 2.87% 12
2017
Q3 		$803K Sell
9,942
-113
-1% -$8.19K 1.22% 26
2017
Q2 		$650K Sell
10,055
-900
-8% -$65.8K 1% 32
2017
Q1 		$751K Buy
+10,955
New +$677K 1.22% 25

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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 $3.37T AUM 44.26% 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

ZPR Investment Management's AEIS Position: Q4 2018 in Review

ZPR Investment Management sold out of Advanced Energy (AEIS) in Q4 2018, closing a stake of 29,255 shares — an estimated $1.51M sold.

ZPR Investment Management first reported a position in AEIS in Q1 2017 and held it in 7 quarters. The position peaked at $2.56M in Q1 2018. 249 funds tracked by Wall St. Rank hold AEIS as of Q4 2018.

  • ZPR Investment Management reported no remaining Advanced Energy position as of Q4 2018 after selling out during the quarter.
  • ZPR Investment Management sold 29,255 Advanced Energy shares in Q4 2018, an estimated $1.51M.
  • ZPR Investment Management first reported a position in Advanced Energy in Q1 2017 and held it in 7 quarters.
  • ZPR Investment Management's Advanced Energy position peaked at $2.56M in Q1 2018.
  • 249 funds tracked by Wall St. Rank held Advanced Energy as of Q4 2018.

Based on ZPR Investment Management's 13F filing for Q4 2018, filed 14 Feb 2019.