BCM
AEL

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

BTC Capital Management’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
Q3 		– Sell
-8,325
Closed -$206K – 203
2020
Q2 		$206K Buy
+8,325
New +$174K 0.03% 172
2020
Q1 		– Sell
-8,325
Closed -$249K – 190
2019
Q4 		$249K Buy
+8,325
New +$226K 0.04% 169
2018
Q3 		– Sell
-8,325
Closed -$300K – 187
2018
Q2 		$300K Hold
8,325
– – 0.07% 122
2018
Q1 		$244K Buy
+8,325
New +$267K 0.04% 169

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
Citigroup
Citigroup New York $235B AUM 32.99% 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
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

BTC Capital Management's AEL Position: Q3 2020 in Review

BTC Capital Management sold out of American Equity Investment Life Holding Company (AEL) in Q3 2020, closing a stake of 8,325 shares — an estimated $206K sold.

BTC Capital Management first reported a position in AEL in Q1 2018 and held it in 4 quarters. The position peaked at $300K in Q2 2018. 209 funds tracked by Wall St. Rank hold AEL as of Q3 2020.

  • BTC Capital Management reported no remaining American Equity Investment Life Holding Company position as of Q3 2020 after selling out during the quarter.
  • BTC Capital Management sold 8,325 American Equity Investment Life Holding Company shares in Q3 2020, an estimated $206K.
  • BTC Capital Management first reported a position in American Equity Investment Life Holding Company in Q1 2018 and held it in 4 quarters.
  • BTC Capital Management's American Equity Investment Life Holding Company position peaked at $300K in Q2 2018.
  • 209 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q3 2020.

Based on BTC Capital Management's 13F filing for Q3 2020, filed 14 Oct 2020.