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AEL

Wealthfront’s American Equity Investment Life Holding Company AEL Stock Holding History

Wealthfront’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
Q4 		– Sell
-314
Closed -$7K – 1128
2015
Q3 		$7K Buy
314
+31
+11% +$799 ﹤0.01% 1061
2015
Q2 		$8K Buy
283
+192
+211% +$5.25K ﹤0.01% 931
2015
Q1 		$3K Buy
91
+90
+9,000% +$2.52K ﹤0.01% 952
2014
Q4 		$0 Buy
+1
New +$26 ﹤0.01% 1038

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return

Wealthfront's AEL Position: Q4 2015 in Review

Wealthfront sold out of American Equity Investment Life Holding Company (AEL) in Q4 2015, closing a stake of 314 shares — an estimated $7K sold.

Wealthfront first reported a position in AEL in Q4 2014 and held it in 4 quarters. The position peaked at $8K in Q2 2015. 224 funds tracked by Wall St. Rank hold AEL as of Q4 2015.

  • Wealthfront reported no remaining American Equity Investment Life Holding Company position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 314 American Equity Investment Life Holding Company shares in Q4 2015, an estimated $7K.
  • Wealthfront first reported a position in American Equity Investment Life Holding Company in Q4 2014 and held it in 4 quarters.
  • Wealthfront's American Equity Investment Life Holding Company position peaked at $8K in Q2 2015.
  • 224 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.