WA
AEL

WFG Advisors’s American Equity Investment Life Holding Company AEL Stock Holding History

WFG Advisors’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
Q1 		– Sell
-5
Closed – – 2116
2014
Q4 		$0 Buy
+5
New +$130 ﹤0.01% 2268
2014
Q1 		– Sell
-31
Closed -$1K – 2267
2013
Q4 		$1K Buy
31
+21
+210% +$479 ﹤0.01% 2142
2013
Q3 		$0 Buy
+10
New +$191 ﹤0.01% 2273

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

WFG Advisors's AEL Position: Q1 2015 in Review

WFG Advisors sold out of American Equity Investment Life Holding Company (AEL) in Q1 2015, closing a stake of 5 shares.

WFG Advisors first reported a position in AEL in Q3 2013 and held it in 3 quarters. The position peaked at $1K in Q4 2013. 193 funds tracked by Wall St. Rank hold AEL as of Q1 2015.

  • WFG Advisors reported no remaining American Equity Investment Life Holding Company position as of Q1 2015 after selling out during the quarter.
  • WFG Advisors sold 5 American Equity Investment Life Holding Company shares in Q1 2015.
  • WFG Advisors first reported a position in American Equity Investment Life Holding Company in Q3 2013 and held it in 3 quarters.
  • WFG Advisors's American Equity Investment Life Holding Company position peaked at $1K in Q4 2013.
  • 193 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.