KA
AEL

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

Kovack 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
2016
Q4 		– Sell
-13,000
Closed -$230K – 317
2016
Q3 		$230K Buy
13,000
+3,000
+30% +$49.5K 0.11% 209
2016
Q2 		$143K Buy
+10,000
New +$151K 0.08% 236

Other funds holding AEL

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kovack Advisors's AEL Position: Q4 2016 in Review

Kovack Advisors sold out of American Equity Investment Life Holding Company (AEL) in Q4 2016, closing a stake of 13,000 shares — an estimated $230K sold.

Kovack Advisors first reported a position in AEL in Q2 2016 and held it in 2 quarters. The position peaked at $230K in Q3 2016. 216 funds tracked by Wall St. Rank hold AEL as of Q4 2016.

  • Kovack Advisors reported no remaining American Equity Investment Life Holding Company position as of Q4 2016 after selling out during the quarter.
  • Kovack Advisors sold 13,000 American Equity Investment Life Holding Company shares in Q4 2016, an estimated $230K.
  • Kovack Advisors first reported a position in American Equity Investment Life Holding Company in Q2 2016 and held it in 2 quarters.
  • Kovack Advisors's American Equity Investment Life Holding Company position peaked at $230K in Q3 2016.
  • 216 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q4 2016.

Based on Kovack Advisors's 13F filing for Q4 2016, filed 10 Sep 2018.