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AEL

Avantax Planning Partners’s American Equity Investment Life Holding Company AEL Stock Holding History

Avantax Planning 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
-2,054
Closed -$73K – 1266
2018
Q3 		$73K Buy
+2,054
New +$74.2K 0.01% 406

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

Avantax Planning Partners's AEL Position: Q4 2018 in Review

Avantax Planning Partners sold out of American Equity Investment Life Holding Company (AEL) in Q4 2018, closing a stake of 2,054 shares — an estimated $73K sold.

Avantax Planning Partners first reported a position in AEL in Q3 2018 and held it in 1 quarter. The position peaked at $73K in Q3 2018. 273 funds tracked by Wall St. Rank hold AEL as of Q4 2018.

  • Avantax Planning Partners reported no remaining American Equity Investment Life Holding Company position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 2,054 American Equity Investment Life Holding Company shares in Q4 2018, an estimated $73K.
  • Avantax Planning Partners first reported a position in American Equity Investment Life Holding Company in Q3 2018 and held it in 1 quarter.
  • Avantax Planning Partners's American Equity Investment Life Holding Company position peaked at $73K in Q3 2018.
  • 273 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.