AC
AEL

Ascend Capital’s American Equity Investment Life Holding Company AEL Stock Holding History

Ascend Capital’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
2018
Q3 		$2.39M Buy
+67,532
New +$2.44M 0.12% 125
2016
Q1 		– Sell
-80,578
Closed -$1.94M – 154
2015
Q4 		$1.94M Buy
+80,578
New +$2.06M 0.07% 130

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
SCM
Snow Capital Management Sewickley, Pennsylvania $703M AUM 76.26% 1-Year Est. Return

Ascend Capital's AEL Position: Q3 2018 in Review

Ascend Capital opened a new position in American Equity Investment Life Holding Company (AEL) in Q3 2018: 67,532 shares worth $2.39M. The stake represents 0.12% of the portfolio and ranks #125 among its holdings. This is a return to the name: Ascend Capital previously reported a position in AEL as recently as Q4 2015.

Ascend Capital first reported a position in AEL in Q4 2015 and has held it in 2 quarters since. 266 funds tracked by Wall St. Rank hold AEL as of Q3 2018.

  • Ascend Capital held 67,532 shares of American Equity Investment Life Holding Company worth $2.39M as of Q3 2018.
  • American Equity Investment Life Holding Company was a new Ascend Capital position in Q3 2018.
  • American Equity Investment Life Holding Company made up 0.12% of Ascend Capital's portfolio in Q3 2018, its #125 holding.
  • Ascend Capital first reported a position in American Equity Investment Life Holding Company in Q4 2015 and has held it in 2 quarters since.
  • 266 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q3 2018.

Based on Ascend Capital's 13F filing for Q3 2018, filed 13 Nov 2018.