WAM
AEL

Wealthspire Advisors (Maryland)’s American Equity Investment Life Holding Company AEL Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-241
Closed -$7K – 2182
2019
Q1 		$7K Buy
241
+25
+12% +$758 ﹤0.01% 1708
2018
Q4 		$6K Sell
216
-19
-8% -$610 ﹤0.01% 1688
2018
Q3 		$8K Buy
235
+17
+8% +$614 ﹤0.01% 1629
2018
Q2 		$8K Hold
218
– – ﹤0.01% 1637
2018
Q1 		$6K Sell
218
-35
-14% -$1.12K ﹤0.01% 1775
2017
Q4 		$8K Buy
253
+156
+161% +$4.73K ﹤0.01% 1695
2017
Q3 		$3K Buy
97
+39
+67% +$1.08K ﹤0.01% 1934
2017
Q2 		$2K Sell
58
-11
-16% -$268 ﹤0.01% 2025
2017
Q1 		$2K Buy
69
+13
+23% +$323 ﹤0.01% 1728
2016
Q4 		$1K Buy
56
+29
+107% +$579 ﹤0.01% 1697
2016
Q3 		$0 Buy
+27
New +$446 ﹤0.01% 1818
2016
Q1 		– Sell
-1,238
Closed -$30K – 1868
2015
Q4 		$30K Buy
+1,238
New +$31.6K 0.01% 841

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s AEL Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of American Equity Investment Life Holding Company (AEL) in Q2 2019, closing a stake of 241 shares — an estimated $7K sold.

Wealthspire Advisors (Maryland) first reported a position in AEL in Q4 2015 and held it in 12 quarters. The position peaked at $30K in Q4 2015. 250 funds tracked by Wall St. Rank hold AEL as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining American Equity Investment Life Holding Company position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 241 American Equity Investment Life Holding Company shares in Q2 2019, an estimated $7K.
  • Wealthspire Advisors (Maryland) first reported a position in American Equity Investment Life Holding Company in Q4 2015 and held it in 12 quarters.
  • Wealthspire Advisors (Maryland)'s American Equity Investment Life Holding Company position peaked at $30K in Q4 2015.
  • 250 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.