WCM
AEL

Wealthcare Capital Management’s American Equity Investment Life Holding Company AEL Stock Holding History

Wealthcare Capital 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
2015
Q2 		– Sell
-25
Closed – – 899
2015
Q1 		$0 Buy
+25
New +$701 ﹤0.01% 1027

Other funds holding AEL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthcare Capital Management's AEL Position: Q2 2015 in Review

Wealthcare Capital Management sold out of American Equity Investment Life Holding Company (AEL) in Q2 2015, closing a stake of 25 shares.

Wealthcare Capital Management first reported a position in AEL in Q1 2015 and held it in 1 quarter. The position peaked at $0 in Q1 2015. 203 funds tracked by Wall St. Rank hold AEL as of Q2 2015.

  • Wealthcare Capital Management reported no remaining American Equity Investment Life Holding Company position as of Q2 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 25 American Equity Investment Life Holding Company shares in Q2 2015.
  • Wealthcare Capital Management first reported a position in American Equity Investment Life Holding Company in Q1 2015 and held it in 1 quarter.
  • Wealthcare Capital Management's American Equity Investment Life Holding Company position peaked at $0 in Q1 2015.
  • 203 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2015.

Based on Wealthcare Capital Management's 13F filing for Q2 2015, filed 24 Aug 2015.