RWA
AEL

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

Ropes 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
2016
Q1 		– Sell
-12
Closed – – 526
2015
Q4 		$0 Sell
12
-12
-50% -$306 ﹤0.01% 536
2015
Q3 		$1K Buy
+24
New +$618 ﹤0.01% 401

Other funds holding AEL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Ropes Wealth Advisors's AEL Position: Q1 2016 in Review

Ropes Wealth Advisors sold out of American Equity Investment Life Holding Company (AEL) in Q1 2016, closing a stake of 12 shares.

Ropes Wealth Advisors first reported a position in AEL in Q3 2015 and held it in 2 quarters. The position peaked at $1K in Q3 2015. 214 funds tracked by Wall St. Rank hold AEL as of Q1 2016.

  • Ropes Wealth Advisors reported no remaining American Equity Investment Life Holding Company position as of Q1 2016 after selling out during the quarter.
  • Ropes Wealth Advisors sold 12 American Equity Investment Life Holding Company shares in Q1 2016.
  • Ropes Wealth Advisors first reported a position in American Equity Investment Life Holding Company in Q3 2015 and held it in 2 quarters.
  • Ropes Wealth Advisors's American Equity Investment Life Holding Company position peaked at $1K in Q3 2015.
  • 214 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q1 2016.

Based on Ropes Wealth Advisors's 13F filing for Q1 2016, filed 12 May 2016.