AG
AEL

Advisor Group’s American Equity Investment Life Holding Company AEL Stock Holding History

Advisor Group’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
Q4 		$237K Sell
7,927
-611
-7% -$16.6K ﹤0.01% 2259
2019
Q3 		$206K Sell
8,538
-207
-2% -$5K ﹤0.01% 2309
2019
Q2 		$238K Sell
8,745
-102
-1% -$2.92K ﹤0.01% 2170
2019
Q1 		$238K Buy
8,847
+60
+0.7% +$1.82K ﹤0.01% 2136
2018
Q4 		$245K Buy
8,787
+2,129
+32% +$68.4K ﹤0.01% 1944
2018
Q3 		$236K Buy
6,658
+1,884
+39% +$68.1K ﹤0.01% 2035
2018
Q2 		$172K Buy
4,774
+33
+0.7% +$1.06K ﹤0.01% 2090
2018
Q1 		$139K Sell
4,741
-1,172
-20% -$37.5K ﹤0.01% 2266
2017
Q4 		$182K Buy
5,913
+1,493
+34% +$45.3K ﹤0.01% 2075
2017
Q3 		$128K Sell
4,420
-334
-7% -$9.22K ﹤0.01% 2206
2017
Q2 		$126K Sell
4,754
-1,499
-24% -$36.5K ﹤0.01% 2121
2017
Q1 		$148K Buy
6,253
+220
+4% +$5.46K ﹤0.01% 1880
2016
Q4 		$136K Sell
6,033
-147
-2% -$2.94K ﹤0.01% 1856
2016
Q3 		$110K Sell
6,180
-770
-11% -$12.7K ﹤0.01% 1939
2016
Q2 		$97K Buy
+6,950
New +$105K ﹤0.01% 1953

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Advisor Group's AEL Position: Q4 2019 in Review

Advisor Group reduced its American Equity Investment Life Holding Company (AEL) stake by 7.2% in Q4 2019, selling an estimated $16.6K and leaving 7,927 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #2259.

Advisor Group first reported a position in AEL in Q2 2016 and has held it in 15 quarters since. The position peaked at $245K in Q4 2018. 246 funds tracked by Wall St. Rank hold AEL as of Q4 2019.

  • Advisor Group held 7,927 shares of American Equity Investment Life Holding Company worth $237K as of Q4 2019.
  • Advisor Group sold 611 American Equity Investment Life Holding Company shares in Q4 2019, an estimated $16.6K.
  • American Equity Investment Life Holding Company made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2259 holding.
  • Advisor Group first reported a position in American Equity Investment Life Holding Company in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's American Equity Investment Life Holding Company position peaked at $245K in Q4 2018.
  • 246 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.