VWA
AEL

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

V 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
2018
Q2 		– Sell
-6,805
Closed -$200K – 231
2018
Q1 		$200K Sell
6,805
-11
-0.2% -$352 0.11% 197
2017
Q4 		$209K Buy
+6,816
New +$207K 0.11% 190

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SCM
Snow Capital Management Sewickley, Pennsylvania $703M AUM 76.26% 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

V Wealth Advisors's AEL Position: Q2 2018 in Review

V Wealth Advisors sold out of American Equity Investment Life Holding Company (AEL) in Q2 2018, closing a stake of 6,805 shares — an estimated $200K sold.

V Wealth Advisors first reported a position in AEL in Q4 2017 and held it in 2 quarters. The position peaked at $209K in Q4 2017. 261 funds tracked by Wall St. Rank hold AEL as of Q2 2018.

  • V Wealth Advisors reported no remaining American Equity Investment Life Holding Company position as of Q2 2018 after selling out during the quarter.
  • V Wealth Advisors sold 6,805 American Equity Investment Life Holding Company shares in Q2 2018, an estimated $200K.
  • V Wealth Advisors first reported a position in American Equity Investment Life Holding Company in Q4 2017 and held it in 2 quarters.
  • V Wealth Advisors's American Equity Investment Life Holding Company position peaked at $209K in Q4 2017.
  • 261 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2018.

Based on V Wealth Advisors's 13F filing for Q2 2018, filed 16 Jul 2018.