BTNA
AEL

Bremer Trust National Association’s American Equity Investment Life Holding Company AEL Stock Holding History

Bremer Trust National Association’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
Q4 		$21K Buy
+755
New +$24.3K ﹤0.01% 564
2014
Q4 		– Sell
-8,765
Closed -$201K – 220
2014
Q3 		$201K Sell
8,765
-1,419
-14% -$33.4K 0.07% 206
2014
Q2 		$250K Buy
10,184
+619
+6% +$14.3K 0.09% 182
2014
Q1 		$226K Sell
9,565
-723
-7% -$16.7K 0.08% 190
2013
Q4 		$271K Sell
10,288
-7
-0.1% -$160 0.1% 164
2013
Q3 		$219K Sell
10,295
-514
-5% -$9.81K 0.09% 174
2013
Q2 		$170K Buy
+10,809
New +$168K 0.08% 182

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bremer Trust National Association's AEL Position: Q4 2018 in Review

Bremer Trust National Association opened a new position in American Equity Investment Life Holding Company (AEL) in Q4 2018: 755 shares worth $21K. The stake represents ﹤0.01% of the portfolio and ranks #564 among its holdings. This is a return to the name: Bremer Trust National Association previously reported a position in AEL as recently as Q3 2014.

Bremer Trust National Association first reported a position in AEL in Q2 2013 and has held it in 7 quarters since. The position peaked at $271K in Q4 2013. 273 funds tracked by Wall St. Rank hold AEL as of Q4 2018.

  • Bremer Trust National Association held 755 shares of American Equity Investment Life Holding Company worth $21K as of Q4 2018.
  • American Equity Investment Life Holding Company was a new Bremer Trust National Association position in Q4 2018.
  • American Equity Investment Life Holding Company made up ﹤0.01% of Bremer Trust National Association's portfolio in Q4 2018, its #564 holding.
  • Bremer Trust National Association first reported a position in American Equity Investment Life Holding Company in Q2 2013 and has held it in 7 quarters since.
  • Bremer Trust National Association's American Equity Investment Life Holding Company position peaked at $271K in Q4 2013.
  • 273 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q4 2018.

Based on Bremer Trust National Association's 13F filing for Q4 2018, filed 11 Feb 2019.