Janney Montgomery Scott
AEL

Janney Montgomery Scott’s American Equity Investment Life Holding Company AEL Stock Holding History

Janney Montgomery Scott’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
2023
Q1 		– Sell
-10,947
Closed -$499K – 2716
2022
Q4 		$499K Buy
+10,947
New +$441K ﹤0.01% 1778
2018
Q4 		– Sell
-5,952
Closed -$210K – 2083
2018
Q3 		$210K Sell
5,952
-1,672
-22% -$60.4K ﹤0.01% 1902
2018
Q2 		$274K Buy
7,624
+428
+6% +$13.8K ﹤0.01% 1695
2018
Q1 		$211K Sell
7,196
-567
-7% -$18.2K ﹤0.01% 1797
2017
Q4 		$239K Sell
7,763
-816
-10% -$24.7K ﹤0.01% 1704
2017
Q3 		$249K Sell
8,579
-5,020
-37% -$139K ﹤0.01% 1599
2017
Q2 		$357K Buy
13,599
+757
+6% +$18.4K ﹤0.01% 1355
2017
Q1 		$303K Buy
+12,842
New +$319K ﹤0.01% 1400

Other funds holding AEL

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Janney Montgomery Scott's AEL Position: Q1 2023 in Review

Janney Montgomery Scott sold out of American Equity Investment Life Holding Company (AEL) in Q1 2023, closing a stake of 10,947 shares — an estimated $499K sold.

Janney Montgomery Scott first reported a position in AEL in Q1 2017 and held it in 8 quarters. The position peaked at $499K in Q4 2022. 257 funds tracked by Wall St. Rank hold AEL as of Q1 2023.

  • Janney Montgomery Scott reported no remaining American Equity Investment Life Holding Company position as of Q1 2023 after selling out during the quarter.
  • Janney Montgomery Scott sold 10,947 American Equity Investment Life Holding Company shares in Q1 2023, an estimated $499K.
  • Janney Montgomery Scott first reported a position in American Equity Investment Life Holding Company in Q1 2017 and held it in 8 quarters.
  • Janney Montgomery Scott's American Equity Investment Life Holding Company position peaked at $499K in Q4 2022.
  • 257 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q1 2023.

Based on Janney Montgomery Scott's 13F filing for Q1 2023, filed 28 Apr 2023.