WTB
AEL

Washington Trust Bank’s American Equity Investment Life Holding Company AEL Stock Holding History

Washington Trust Bank’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
-195
Closed -$6K – 763
2018
Q1 		$6K Buy
+195
New +$6.24K ﹤0.01% 663
2016
Q4 		– Sell
-74
Closed -$1K – 1119
2016
Q3 		$1K Buy
+74
New +$1.22K ﹤0.01% 1000

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

Washington Trust Bank's AEL Position: Q2 2018 in Review

Washington Trust Bank sold out of American Equity Investment Life Holding Company (AEL) in Q2 2018, closing a stake of 195 shares — an estimated $6K sold.

Washington Trust Bank first reported a position in AEL in Q3 2016 and held it in 2 quarters. The position peaked at $6K in Q1 2018. 261 funds tracked by Wall St. Rank hold AEL as of Q2 2018.

  • Washington Trust Bank reported no remaining American Equity Investment Life Holding Company position as of Q2 2018 after selling out during the quarter.
  • Washington Trust Bank sold 195 American Equity Investment Life Holding Company shares in Q2 2018, an estimated $6K.
  • Washington Trust Bank first reported a position in American Equity Investment Life Holding Company in Q3 2016 and held it in 2 quarters.
  • Washington Trust Bank's American Equity Investment Life Holding Company position peaked at $6K in Q1 2018.
  • 261 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2018.

Based on Washington Trust Bank's 13F filing for Q2 2018, filed 3 Jul 2018.