WT
AEL

Whittier Trust’s American Equity Investment Life Holding Company AEL Stock Holding History

Whittier Trust’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
2017
Q4 		– Sell
-138
Closed -$4K – 1359
2017
Q3 		$4K Buy
+138
New +$3.81K ﹤0.01% 1175

Other funds holding AEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Snow Capital Management Sewickley, Pennsylvania $703M AUM 76.26% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Whittier Trust's AEL Position: Q4 2017 in Review

Whittier Trust sold out of American Equity Investment Life Holding Company (AEL) in Q4 2017, closing a stake of 138 shares — an estimated $4K sold.

Whittier Trust first reported a position in AEL in Q3 2017 and held it in 1 quarter. The position peaked at $4K in Q3 2017. 265 funds tracked by Wall St. Rank hold AEL as of Q4 2017.

  • Whittier Trust reported no remaining American Equity Investment Life Holding Company position as of Q4 2017 after selling out during the quarter.
  • Whittier Trust sold 138 American Equity Investment Life Holding Company shares in Q4 2017, an estimated $4K.
  • Whittier Trust first reported a position in American Equity Investment Life Holding Company in Q3 2017 and held it in 1 quarter.
  • Whittier Trust's American Equity Investment Life Holding Company position peaked at $4K in Q3 2017.
  • 265 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q4 2017.

Based on Whittier Trust's 13F filing for Q4 2017, filed 7 Feb 2018.