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

Berman Capital 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
2021 Q3	$10K	Sell	352 -53	-13%	-$1.65K	﹤0.01%	1204
2021 Q2	$13K	Hold	405	–	–	﹤0.01%	1070
2021 Q1	$12K	Sell	405 -1	-0.2%	-$30	﹤0.01%	985
2020 Q4	$11K	Buy	406 +1	+0.2%	+$28	﹤0.01%	909
2020 Q3	$8K	Sell	405 -25	-6%	-$597	﹤0.01%	902
2020 Q2	$10K	Buy	430 +299	+228%	+$6.24K	﹤0.01%	779
2020 Q1	$2K	Buy	131 +62	+90%	+$1.58K	﹤0.01%	1206
2019 Q4	$2K	Hold	69	–	–	﹤0.01%	1270
2019 Q3	$1K	Hold	69	–	–	﹤0.01%	1394
2019 Q2	$1K	Buy	+69	New	+$1.97K	﹤0.01%	1411

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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Berman Capital Advisors's AEL Position: Q3 2021 in Review

Berman Capital Advisors reduced its American Equity Investment Life Holding Company (AEL) stake by 13% in Q3 2021, selling an estimated $1.65K and leaving 352 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #1204.

Berman Capital Advisors first reported a position in AEL in Q2 2019 and has held it in 10 quarters since. The position peaked at $13K in Q2 2021. 213 funds tracked by Wall St. Rank hold AEL as of Q3 2021.

Berman Capital Advisors held 352 shares of American Equity Investment Life Holding Company worth $10K as of Q3 2021.
Berman Capital Advisors sold 53 American Equity Investment Life Holding Company shares in Q3 2021, an estimated $1.65K.
American Equity Investment Life Holding Company made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1204 holding.
Berman Capital Advisors first reported a position in American Equity Investment Life Holding Company in Q2 2019 and has held it in 10 quarters since.
Berman Capital Advisors's American Equity Investment Life Holding Company position peaked at $13K in Q2 2021.
213 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.