JA
AEL

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

JOYN 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
2019
Q1 		– Sell
-61
Closed -$2K – 1513
2018
Q4 		$2K Sell
61
-79
-56% -$2.54K ﹤0.01% 1546
2018
Q3 		$5K Buy
140
+7
+5% +$253 ﹤0.01% 1222
2018
Q2 		$5K Buy
+133
New +$4.29K ﹤0.01% 1162

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

JOYN Advisors's AEL Position: Q1 2019 in Review

JOYN Advisors sold out of American Equity Investment Life Holding Company (AEL) in Q1 2019, closing a stake of 61 shares — an estimated $2K sold.

JOYN Advisors first reported a position in AEL in Q2 2018 and held it in 3 quarters. The position peaked at $5K in Q3 2018. 267 funds tracked by Wall St. Rank hold AEL as of Q1 2019.

  • JOYN Advisors reported no remaining American Equity Investment Life Holding Company position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 61 American Equity Investment Life Holding Company shares in Q1 2019, an estimated $2K.
  • JOYN Advisors first reported a position in American Equity Investment Life Holding Company in Q2 2018 and held it in 3 quarters.
  • JOYN Advisors's American Equity Investment Life Holding Company position peaked at $5K in Q3 2018.
  • 267 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.