UNITED CAPITAL FINANCIAL ADVISORS, LLC - ADVANCED ENERGY INDS ownership

ADVANCED ENERGY INDS's ticker is AEIS and the CUSIP is 007973100. A total of 251 filers reported holding ADVANCED ENERGY INDS in Q4 2018. The put-call ratio across all filers is 1.74 and the average weighting 0.1%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of ADVANCED ENERGY INDS
ValueSharesWeighting
Q4 2019$235,000
-75.6%
3,300
-80.7%
0.00%
-66.7%
Q2 2019$962,000
+10.7%
17,097
-2.3%
0.01%0.0%
Q1 2019$869,000
+23.8%
17,497
+7.0%
0.01%0.0%
Q4 2018$702,000
+92.3%
16,347
+131.1%
0.01%
+100.0%
Q3 2018$365,000
-17.8%
7,075
-7.5%
0.00%0.0%
Q2 2018$444,000
-10.3%
7,650
-1.3%
0.00%
-25.0%
Q1 2018$495,000
-7.3%
7,750
-2.0%
0.00%0.0%
Q4 2017$534,000
+15.6%
7,907
+38.2%
0.00%0.0%
Q3 2017$462,000
+21.6%
5,721
-2.6%
0.00%
+33.3%
Q2 2017$380,000
-27.9%
5,871
-23.7%
0.00%
-40.0%
Q1 2017$527,000
+2.5%
7,690
-18.1%
0.01%0.0%
Q4 2016$514,000
+53.0%
9,390
+32.3%
0.01%
+66.7%
Q3 2016$336,0007,1000.00%
Other shareholders
ADVANCED ENERGY INDS shareholders Q4 2018
NameSharesValueWeighting ↓
Summit Street Capital Management, LLC 37,995$1,631,0001.85%
Divisar Capital Management LLC 96,000$4,121,0001.36%
INVESTMENT COUNSELORS OF MARYLAND LLC 465,135$19,968,0001.15%
EAGLE BOSTON INVESTMENT MANAGEMENT INC 70,193$3,013,0001.04%
Aristotle Capital Boston, LLC 290,997$12,493,0001.02%
Lingohr Asset Management GmbH 20,035$856,0000.92%
Smith, Graham & Co., Investment Advisors, LP 146,480$6,288,0000.77%
Delek Group, Ltd. 332,553$14,660,0000.67%
Freestone Capital Holdings, LLC 200,458$8,606,0000.58%
Zebra Capital Management LLC 17,827$765,0000.47%
View complete list of ADVANCED ENERGY INDS shareholders