WI
AEL

WBI Investments’s American Equity Investment Life Holding Company AEL Stock Holding History

WBI Investments’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
Q4 		– Sell
-172,075
Closed -$6.08M – 240
2018
Q3 		$6.08M Buy
+172,075
New +$6.22M 0.33% 60
2017
Q4 		– Sell
-54,337
Closed -$1.58M – 383
2017
Q3 		$1.58M Buy
54,337
+1
+0% +$28 0.07% 164
2017
Q2 		$1.43M Buy
+54,336
New +$1.32M 0.06% 188

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WBI Investments's AEL Position: Q4 2018 in Review

WBI Investments sold out of American Equity Investment Life Holding Company (AEL) in Q4 2018, closing a stake of 172,075 shares — an estimated $6.08M sold.

WBI Investments first reported a position in AEL in Q2 2017 and held it in 3 quarters. The position peaked at $6.08M in Q3 2018. 273 funds tracked by Wall St. Rank hold AEL as of Q4 2018.

  • WBI Investments reported no remaining American Equity Investment Life Holding Company position as of Q4 2018 after selling out during the quarter.
  • WBI Investments sold 172,075 American Equity Investment Life Holding Company shares in Q4 2018, an estimated $6.08M.
  • WBI Investments first reported a position in American Equity Investment Life Holding Company in Q2 2017 and held it in 3 quarters.
  • WBI Investments's American Equity Investment Life Holding Company position peaked at $6.08M in Q3 2018.
  • 273 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q4 2018.

Based on WBI Investments's 13F filing for Q4 2018, filed 11 Feb 2019.