CMBA
AEL

C.M. Bidwell & Associates’s American Equity Investment Life Holding Company AEL Stock Holding History

C.M. Bidwell & Associates’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
-2,730
Closed -$67K – 521
2020
Q2 		$67K Sell
2,730
-9,220
-77% -$192K 0.06% 232
2020
Q1 		$225K Buy
11,950
+7,215
+152% +$184K 0.24% 111
2019
Q4 		$142K Buy
+4,735
New +$128K 0.13% 140
2019
Q1 		– Sell
-2,635
Closed -$74K – 485
2018
Q4 		$74K Sell
2,635
-200
-7% -$6.42K 0.08% 212
2018
Q3 		$100K Sell
2,835
-3,385
-54% -$122K 0.09% 188
2018
Q2 		$224K Sell
6,220
-1,305
-17% -$42.1K 0.21% 125
2018
Q1 		$221K Sell
7,525
-2,810
-27% -$90K 0.2% 132
2017
Q4 		$318K Buy
10,335
+640
+7% +$19.4K 0.27% 107
2017
Q3 		$282K Buy
9,695
+3,090
+47% +$85.3K 0.43% 90
2017
Q2 		$174K Buy
+6,605
New +$161K 0.04% 160
2015
Q2 		– Sell
-6,105
Closed -$178K – 263
2015
Q1 		$178K Buy
+6,105
New +$171K 0.04% 171
2013
Q3 		– Sell
-12,810
Closed -$201K – 266
2013
Q2 		$201K Buy
+12,810
New +$199K 0.06% 134

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 $303B AUM 53.02% 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

C.M. Bidwell & Associates's AEL Position: Q3 2020 in Review

C.M. Bidwell & Associates sold out of American Equity Investment Life Holding Company (AEL) in Q3 2020, closing a stake of 2,730 shares — an estimated $67K sold.

C.M. Bidwell & Associates first reported a position in AEL in Q2 2013 and held it in 12 quarters. The position peaked at $318K in Q4 2017. 209 funds tracked by Wall St. Rank hold AEL as of Q3 2020.

  • C.M. Bidwell & Associates reported no remaining American Equity Investment Life Holding Company position as of Q3 2020 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 2,730 American Equity Investment Life Holding Company shares in Q3 2020, an estimated $67K.
  • C.M. Bidwell & Associates first reported a position in American Equity Investment Life Holding Company in Q2 2013 and held it in 12 quarters.
  • C.M. Bidwell & Associates's American Equity Investment Life Holding Company position peaked at $318K in Q4 2017.
  • 209 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q3 2020.

Based on C.M. Bidwell & Associates's 13F filing for Q3 2020, filed 13 Nov 2020.