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

FDx 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 Q4	–	Sell	-7,534	Closed	-$266K	–	853
2018 Q3	$266K	Sell	7,534 -3,680	-33%	-$133K	0.01%	742
2018 Q2	$404K	Sell	11,214 -21,711	-66%	-$700K	0.01%	621
2018 Q1	$967K	Buy	32,925 +4,232	+15%	+$135K	0.03%	529
2017 Q4	$882K	Buy	28,693 +2,166	+8%	+$65.7K	0.02%	588
2017 Q3	$771K	Buy	+26,527	New	+$732K	0.02%	619
2014 Q1	–	Sell	-13,218	Closed	-$345K	–	795
2013 Q4	$345K	Buy	+13,218	New	+$301K	0.03%	475

Other funds holding AEL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

FDx Advisors's AEL Position: Q4 2018 in Review

FDx Advisors sold out of American Equity Investment Life Holding Company (AEL) in Q4 2018, closing a stake of 7,534 shares — an estimated $266K sold.

FDx Advisors first reported a position in AEL in Q4 2013 and held it in 6 quarters. The position peaked at $967K in Q1 2018. 273 funds tracked by Wall St. Rank hold AEL as of Q4 2018.

FDx Advisors reported no remaining American Equity Investment Life Holding Company position as of Q4 2018 after selling out during the quarter.
FDx Advisors sold 7,534 American Equity Investment Life Holding Company shares in Q4 2018, an estimated $266K.
FDx Advisors first reported a position in American Equity Investment Life Holding Company in Q4 2013 and held it in 6 quarters.
FDx Advisors's American Equity Investment Life Holding Company position peaked at $967K in Q1 2018.
273 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q4 2018.

Based on FDx Advisors's 13F filing for Q4 2018, filed 7 Feb 2019.