GGPS
AEL

Gary Goldberg Planning Services’s American Equity Investment Life Holding Company AEL Stock Holding History

Gary Goldberg Planning 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
2014
Q2 		– Sell
-3
Closed – – 472
2014
Q1 		$0 Buy
+3
New +$69 ﹤0.01% 454

Other funds holding AEL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return

Gary Goldberg Planning Services's AEL Position: Q2 2014 in Review

Gary Goldberg Planning Services sold out of American Equity Investment Life Holding Company (AEL) in Q2 2014, closing a stake of 3 shares.

Gary Goldberg Planning Services first reported a position in AEL in Q1 2014 and held it in 1 quarter. The position peaked at $0 in Q1 2014. 182 funds tracked by Wall St. Rank hold AEL as of Q2 2014.

  • Gary Goldberg Planning Services reported no remaining American Equity Investment Life Holding Company position as of Q2 2014 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 3 American Equity Investment Life Holding Company shares in Q2 2014.
  • Gary Goldberg Planning Services first reported a position in American Equity Investment Life Holding Company in Q1 2014 and held it in 1 quarter.
  • Gary Goldberg Planning Services's American Equity Investment Life Holding Company position peaked at $0 in Q1 2014.
  • 182 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q2 2014, filed 6 Aug 2014.