OWA
AEL

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

One Wealth 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
Q2 		– Sell
-511
Closed -$14K – 505
2019
Q1 		$14K Buy
+511
New +$15.5K 0.01% 297
2018
Q4 		– Sell
-2,746
Closed -$97K – 508
2018
Q3 		$97K Sell
2,746
-68
-2% -$2.46K 0.07% 197
2018
Q2 		$101K Buy
2,814
+316
+13% +$10.2K 0.08% 190
2018
Q1 		$73K Buy
2,498
+271
+12% +$8.68K 0.06% 215
2017
Q4 		$68K Buy
+2,227
New +$67.5K 0.06% 252

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

One Wealth Advisors's AEL Position: Q2 2019 in Review

One Wealth Advisors sold out of American Equity Investment Life Holding Company (AEL) in Q2 2019, closing a stake of 511 shares — an estimated $14K sold.

One Wealth Advisors first reported a position in AEL in Q4 2017 and held it in 5 quarters. The position peaked at $101K in Q2 2018. 250 funds tracked by Wall St. Rank hold AEL as of Q2 2019.

  • One Wealth Advisors reported no remaining American Equity Investment Life Holding Company position as of Q2 2019 after selling out during the quarter.
  • One Wealth Advisors sold 511 American Equity Investment Life Holding Company shares in Q2 2019, an estimated $14K.
  • One Wealth Advisors first reported a position in American Equity Investment Life Holding Company in Q4 2017 and held it in 5 quarters.
  • One Wealth Advisors's American Equity Investment Life Holding Company position peaked at $101K in Q2 2018.
  • 250 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2019.

Based on One Wealth Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.