PFA
AEL

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

Pathway Financial 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
2018
Q3 		– Sell
-2,230
Closed -$80K – 399
2018
Q2 		$80K Hold
2,230
– – 0.05% 181
2018
Q1 		$65K Hold
2,230
– – 0.04% 211
2017
Q4 		$69K Buy
+2,230
New +$67.6K 0.04% 202

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

Pathway Financial Advisors's AEL Position: Q3 2018 in Review

Pathway Financial Advisors sold out of American Equity Investment Life Holding Company (AEL) in Q3 2018, closing a stake of 2,230 shares — an estimated $80K sold.

Pathway Financial Advisors first reported a position in AEL in Q4 2017 and held it in 3 quarters. The position peaked at $80K in Q2 2018. 266 funds tracked by Wall St. Rank hold AEL as of Q3 2018.

  • Pathway Financial Advisors reported no remaining American Equity Investment Life Holding Company position as of Q3 2018 after selling out during the quarter.
  • Pathway Financial Advisors sold 2,230 American Equity Investment Life Holding Company shares in Q3 2018, an estimated $80K.
  • Pathway Financial Advisors first reported a position in American Equity Investment Life Holding Company in Q4 2017 and held it in 3 quarters.
  • Pathway Financial Advisors's American Equity Investment Life Holding Company position peaked at $80K in Q2 2018.
  • 266 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q3 2018.

Based on Pathway Financial Advisors's 13F filing for Q3 2018, filed 16 Jan 2019.