First Personal Financial Services’s American Equity Investment Life Holding Company AEL Stock Holding History

First Personal Financial Services’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
2017 Q3	–	Sell	-762	Closed	-$20K	–	878
2017 Q2	$20K	Buy	762 +41	+6%	+$998	﹤0.01%	588
2017 Q1	$17K	Sell	721 -96	-12%	-$2.38K	﹤0.01%	599
2016 Q4	$18K	Sell	817 -77	-9%	-$1.54K	﹤0.01%	573
2016 Q3	$16K	Sell	894 -55	-6%	-$908	﹤0.01%	481
2016 Q2	$14K	Buy	+949	New	+$14.3K	﹤0.01%	492

Other funds holding AEL

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

BlackRock New York $5.72T AUM 30.48% 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

AMH

Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return

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

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

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

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

First Personal Financial Services's AEL Position: Q3 2017 in Review

First Personal Financial Services sold out of American Equity Investment Life Holding Company (AEL) in Q3 2017, closing a stake of 762 shares — an estimated $20K sold.

First Personal Financial Services first reported a position in AEL in Q2 2016 and held it in 5 quarters. The position peaked at $20K in Q2 2017. 230 funds tracked by Wall St. Rank hold AEL as of Q3 2017.

First Personal Financial Services reported no remaining American Equity Investment Life Holding Company position as of Q3 2017 after selling out during the quarter.
First Personal Financial Services sold 762 American Equity Investment Life Holding Company shares in Q3 2017, an estimated $20K.
First Personal Financial Services first reported a position in American Equity Investment Life Holding Company in Q2 2016 and held it in 5 quarters.
First Personal Financial Services's American Equity Investment Life Holding Company position peaked at $20K in Q2 2017.
230 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q3 2017.

Based on First Personal Financial Services's 13F filing for Q3 2017, filed 1 Nov 2017.