TSWM
AEL

Triangle Securities Wealth Management’s American Equity Investment Life Holding Company AEL Stock Holding History

Triangle Securities Wealth Management’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
2013
Q3 		– Sell
-3,638
Closed -$57K – 397
2013
Q2 		$57K Buy
+3,638
New +$56.4K 0.04% 241

Other funds holding AEL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Triangle Securities Wealth Management's AEL Position: Q3 2013 in Review

Triangle Securities Wealth Management sold out of American Equity Investment Life Holding Company (AEL) in Q3 2013, closing a stake of 3,638 shares — an estimated $57K sold.

Triangle Securities Wealth Management first reported a position in AEL in Q2 2013 and held it in 1 quarter. The position peaked at $57K in Q2 2013. 192 funds tracked by Wall St. Rank hold AEL as of Q3 2013.

  • Triangle Securities Wealth Management reported no remaining American Equity Investment Life Holding Company position as of Q3 2013 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 3,638 American Equity Investment Life Holding Company shares in Q3 2013, an estimated $57K.
  • Triangle Securities Wealth Management first reported a position in American Equity Investment Life Holding Company in Q2 2013 and held it in 1 quarter.
  • Triangle Securities Wealth Management's American Equity Investment Life Holding Company position peaked at $57K in Q2 2013.
  • 192 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q3 2013.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2013, filed 8 Oct 2013.