Waddell & Reed Financial’s American Equity Investment Life Holding Company AEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-356,102
| Closed | -$10.9M | – | 554 |
|
|
2017
Q4 | $10.9M | Sell |
356,102
-115,700
| -25% | -$3.56M | 0.02% | 401 |
|
|
2017
Q3 | $13.7M | Buy |
471,802
+16,500
| +4% | +$480K | 0.03% | 374 |
|
|
2017
Q2 | $12M | Sell |
455,302
-86,700
| -16% | -$2.28M | 0.03% | 396 |
|
|
2017
Q1 | $12.8M | Buy |
542,002
+6,600
| +1% | +$156K | 0.03% | 395 |
|
|
2016
Q4 | $12.1M | Buy |
+535,402
| New | +$12.1M | 0.03% | 394 |
|
|
2015
Q2 | – | Sell |
-368,700
| Closed | -$10.7M | – | 609 |
|
|
2015
Q1 | $10.7M | Hold |
368,700
| – | – | 0.01% | 421 |
|
|
2014
Q4 | $10.8M | Buy |
368,700
+42,300
| +13% | +$1.23M | 0.01% | 404 |
|
|
2014
Q3 | $7.47M | Buy |
326,400
+18,800
| +6% | +$430K | 0.01% | 449 |
|
|
2014
Q2 | $7.57M | Sell |
307,600
-83,000
| -21% | -$2.04M | 0.01% | 461 |
|
|
2014
Q1 | $9.23M | Buy |
390,600
+73,400
| +23% | +$1.73M | 0.01% | 435 |
|
|
2013
Q4 | $8.37M | Buy |
+317,200
| New | +$8.37M | 0.01% | 446 |
|