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

Affinity Investment 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
2020 Q4	–	Sell	-22,882	Closed	-$503K	–	174
2020 Q3	$503K	Hold	22,882	–	–	0.22%	108
2020 Q2	$565K	Hold	22,882	–	–	0.27%	95
2020 Q1	$430K	Buy	22,882 +6,800	+42%	+$173K	0.22%	91
2019 Q4	$481K	Hold	16,082	–	–	0.17%	97
2019 Q3	$389K	Buy	16,082 +1,447	+10%	+$35K	0.12%	104
2019 Q2	$397K	Buy	14,635 +856	+6%	+$24.5K	0.11%	110
2019 Q1	$372K	Sell	13,779 -755	-5%	-$22.9K	0.08%	113
2018 Q4	$406K	Sell	14,534 -588	-4%	-$18.9K	0.07%	90
2018 Q3	$535K	Buy	15,122 +2,475	+20%	+$89.4K	0.07%	92
2018 Q2	$455K	Hold	12,647	–	–	0.06%	119
2018 Q1	$371K	Buy	12,647 +2,944	+30%	+$94.3K	0.04%	133
2017 Q4	$298K	Buy	+9,703	New	+$294K	0.03%	136

Other funds holding AEL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Affinity Investment Advisors's AEL Position: Q4 2020 in Review

Affinity Investment Advisors sold out of American Equity Investment Life Holding Company (AEL) in Q4 2020, closing a stake of 22,882 shares — an estimated $503K sold.

Affinity Investment Advisors first reported a position in AEL in Q4 2017 and held it in 12 quarters. The position peaked at $565K in Q2 2020. 242 funds tracked by Wall St. Rank hold AEL as of Q4 2020.

Affinity Investment Advisors reported no remaining American Equity Investment Life Holding Company position as of Q4 2020 after selling out during the quarter.
Affinity Investment Advisors sold 22,882 American Equity Investment Life Holding Company shares in Q4 2020, an estimated $503K.
Affinity Investment Advisors first reported a position in American Equity Investment Life Holding Company in Q4 2017 and held it in 12 quarters.
Affinity Investment Advisors's American Equity Investment Life Holding Company position peaked at $565K in Q2 2020.
242 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q4 2020.

Based on Affinity Investment Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.