CWM
AEL

Cornerstone Wealth Management’s American Equity Investment Life Holding Company AEL Stock Holding History

Cornerstone Wealth Management’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
-58,036
Closed -$1.96M – 1211
2018
Q3 		$1.96M Sell
58,036
-12,609
-18% -$455K 0.02% 502
2018
Q2 		$1.96M Buy
+70,645
New +$2.28M 0.02% 555

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

Cornerstone Wealth Management's AEL Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of American Equity Investment Life Holding Company (AEL) in Q4 2018, closing a stake of 58,036 shares — an estimated $1.96M sold.

Cornerstone Wealth Management first reported a position in AEL in Q2 2018 and held it in 2 quarters. The position peaked at $1.96M in Q3 2018. 273 funds tracked by Wall St. Rank hold AEL as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining American Equity Investment Life Holding Company position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 58,036 American Equity Investment Life Holding Company shares in Q4 2018, an estimated $1.96M.
  • Cornerstone Wealth Management first reported a position in American Equity Investment Life Holding Company in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's American Equity Investment Life Holding Company position peaked at $1.96M in Q3 2018.
  • 273 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.