FGC
AEL

Financial Gravity Companies’s American Equity Investment Life Holding Company AEL Stock Holding History

Financial Gravity Companies’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 		$2K Buy
+74
New +$2.38K ﹤0.01% 972
2018
Q1 		$3K Buy
114
+84
+280% +$2.69K ﹤0.01% 897
2017
Q4 		$1K Buy
+30
New +$910 ﹤0.01% 1259

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

Financial Gravity Companies's AEL Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in American Equity Investment Life Holding Company (AEL) in Q4 2018: 74 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #972 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in AEL as recently as Q1 2018.

Financial Gravity Companies first reported a position in AEL in Q4 2017 and has held it in 3 quarters since. The position peaked at $3K in Q1 2018. 273 funds tracked by Wall St. Rank hold AEL as of Q4 2018.

  • Financial Gravity Companies held 74 shares of American Equity Investment Life Holding Company worth $2K as of Q4 2018.
  • American Equity Investment Life Holding Company was a new Financial Gravity Companies position in Q4 2018.
  • American Equity Investment Life Holding Company made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #972 holding.
  • Financial Gravity Companies first reported a position in American Equity Investment Life Holding Company in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's American Equity Investment Life Holding Company position peaked at $3K in Q1 2018.
  • 273 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.