MBT
AEL

Monroe Bank & Trust’s American Equity Investment Life Holding Company AEL Stock Holding History

Monroe Bank & Trust’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
2018
Q3 		– Sell
-434
Closed -$16K – 237
2018
Q2 		$16K Hold
434
– – 0.01% 197
2018
Q1 		$13K Hold
434
– – ﹤0.01% 227
2017
Q4 		$13K Buy
+434
New +$13.2K ﹤0.01% 234

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
SCM
Snow Capital Management Sewickley, Pennsylvania $703M AUM 76.26% 1-Year Est. Return

Monroe Bank & Trust's AEL Position: Q3 2018 in Review

Monroe Bank & Trust sold out of American Equity Investment Life Holding Company (AEL) in Q3 2018, closing a stake of 434 shares — an estimated $16K sold.

Monroe Bank & Trust first reported a position in AEL in Q4 2017 and held it in 3 quarters. The position peaked at $16K in Q2 2018. 266 funds tracked by Wall St. Rank hold AEL as of Q3 2018.

  • Monroe Bank & Trust reported no remaining American Equity Investment Life Holding Company position as of Q3 2018 after selling out during the quarter.
  • Monroe Bank & Trust sold 434 American Equity Investment Life Holding Company shares in Q3 2018, an estimated $16K.
  • Monroe Bank & Trust first reported a position in American Equity Investment Life Holding Company in Q4 2017 and held it in 3 quarters.
  • Monroe Bank & Trust's American Equity Investment Life Holding Company position peaked at $16K in Q2 2018.
  • 266 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q3 2018.

Based on Monroe Bank & Trust's 13F filing for Q3 2018, filed 14 Nov 2018.