Capital Impact Advisors’s American Equity Investment Life Holding Company AEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-61,239
| Closed | -$1.38M | – | 230 |
|
|
2016
Q4 | $1.38M | Hold |
61,239
| – | – | 0.57% | 38 |
|
|
2016
Q3 | $1.09M | Hold |
61,239
| – | – | 0.47% | 78 |
|
|
2016
Q2 | $873K | Hold |
61,239
| – | – | 0.41% | 130 |
|
|
2016
Q1 | $1.03M | Buy |
61,239
+26,600
| +77% | +$447K | 0.49% | 49 |
|
|
2015
Q4 | $832K | Hold |
34,639
| – | – | 0.4% | 97 |
|
|
2015
Q3 | $807K | Hold |
34,639
| – | – | 0.41% | 84 |
|
|
2015
Q2 | $935K | Hold |
34,639
| – | – | 0.42% | 76 |
|
|
2015
Q1 | $1.01M | Buy |
+34,639
| New | +$1.01M | 0.46% | 64 |
|