PWPS
AEL

Pinnacle Wealth Planning Services’s American Equity Investment Life Holding Company AEL Stock Holding History

Pinnacle Wealth Planning Services’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
2021
Q1 		– Sell
-288
Closed -$8K – 2091
2020
Q4 		$8K Buy
+288
New +$7.94K ﹤0.01% 1494

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
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Pinnacle Wealth Planning Services's AEL Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of American Equity Investment Life Holding Company (AEL) in Q1 2021, closing a stake of 288 shares — an estimated $8K sold.

Pinnacle Wealth Planning Services first reported a position in AEL in Q4 2020 and held it in 1 quarter. The position peaked at $8K in Q4 2020. 230 funds tracked by Wall St. Rank hold AEL as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining American Equity Investment Life Holding Company position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 288 American Equity Investment Life Holding Company shares in Q1 2021, an estimated $8K.
  • Pinnacle Wealth Planning Services first reported a position in American Equity Investment Life Holding Company in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's American Equity Investment Life Holding Company position peaked at $8K in Q4 2020.
  • 230 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.