BA
AEL

BKS Advisors’s American Equity Investment Life Holding Company AEL Stock Holding History

BKS Advisors’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
Q3 		– Sell
-7,300
Closed -$263K – 243
2018
Q2 		$263K Buy
7,300
+250
+4% +$8.06K 0.09% 178
2018
Q1 		$207K Buy
+7,050
New +$226K 0.08% 199

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
SCM
Snow Capital Management Sewickley, Pennsylvania $703M AUM 76.26% 1-Year Est. Return

BKS Advisors's AEL Position: Q3 2018 in Review

BKS Advisors sold out of American Equity Investment Life Holding Company (AEL) in Q3 2018, closing a stake of 7,300 shares — an estimated $263K sold.

BKS Advisors first reported a position in AEL in Q1 2018 and held it in 2 quarters. The position peaked at $263K in Q2 2018. 266 funds tracked by Wall St. Rank hold AEL as of Q3 2018.

  • BKS Advisors reported no remaining American Equity Investment Life Holding Company position as of Q3 2018 after selling out during the quarter.
  • BKS Advisors sold 7,300 American Equity Investment Life Holding Company shares in Q3 2018, an estimated $263K.
  • BKS Advisors first reported a position in American Equity Investment Life Holding Company in Q1 2018 and held it in 2 quarters.
  • BKS Advisors's American Equity Investment Life Holding Company position peaked at $263K in Q2 2018.
  • 266 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q3 2018.

Based on BKS Advisors's 13F filing for Q3 2018, filed 26 Oct 2018.