AFP
AEL

Ausdal Financial Partners’s American Equity Investment Life Holding Company AEL Stock Holding History

Ausdal Financial Partners’s Portfolio AEL Stock Details AEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-22,368
Closed -$791K – 417
2018
Q3 		$791K Sell
22,368
-800
-3% -$28.9K 0.22% 134
2018
Q2 		$834K Sell
23,168
-840
-3% -$27.1K 0.26% 119
2018
Q1 		$705K Buy
24,008
+750
+3% +$24K 0.24% 120
2017
Q4 		$715K Buy
23,258
+8
+0% +$243 0.26% 122
2017
Q3 		$676K Hold
23,250
– – 0.27% 109
2017
Q2 		$611K Sell
23,250
-129
-0.6% -$3.14K 0.26% 108
2017
Q1 		$552K Sell
23,379
-263
-1% -$6.53K 0.25% 104
2016
Q4 		$533K Sell
23,642
-2,300
-9% -$46K 0.25% 108
2016
Q3 		$460K Buy
25,942
+450
+2% +$7.43K 0.23% 121
2016
Q2 		$363K Buy
+25,492
New +$385K 0.19% 142

Other funds holding AEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ausdal Financial Partners's AEL Position: Q4 2018 in Review

Ausdal Financial Partners sold out of American Equity Investment Life Holding Company (AEL) in Q4 2018, closing a stake of 22,368 shares — an estimated $791K sold.

Ausdal Financial Partners first reported a position in AEL in Q2 2016 and held it in 10 quarters. The position peaked at $834K in Q2 2018. 273 funds tracked by Wall St. Rank hold AEL as of Q4 2018.

  • Ausdal Financial Partners reported no remaining American Equity Investment Life Holding Company position as of Q4 2018 after selling out during the quarter.
  • Ausdal Financial Partners sold 22,368 American Equity Investment Life Holding Company shares in Q4 2018, an estimated $791K.
  • Ausdal Financial Partners first reported a position in American Equity Investment Life Holding Company in Q2 2016 and held it in 10 quarters.
  • Ausdal Financial Partners's American Equity Investment Life Holding Company position peaked at $834K in Q2 2018.
  • 273 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q4 2018.

Based on Ausdal Financial Partners's 13F filing for Q4 2018, filed 11 Feb 2019.