Chicago Equity Partners’s American Equity Investment Life Holding Company AEL Stock Holding History

Chicago Equity Partners’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 Q1	$1.53M	Sell	81,585 -34,415	-30%	-$878K	0.15%	197
2019 Q4	$3.47M	Sell	116,000 -42,430	-27%	-$1.15M	0.2%	145
2019 Q3	$3.83M	Sell	158,430 -21,340	-12%	-$516K	0.18%	160
2019 Q2	$4.88M	Sell	179,770 -35,915	-17%	-$1.03M	0.22%	118
2019 Q1	$5.83M	Sell	215,685 -17,515	-8%	-$531K	0.23%	114
2018 Q4	$6.52M	Sell	233,200 -3,490	-1%	-$112K	0.26%	102
2018 Q3	$8.37M	Buy	236,690 +6,335	+3%	+$229K	0.25%	108
2018 Q2	$8.29M	Buy	230,355 +18,860	+9%	+$608K	0.25%	105
2018 Q1	$6.21M	Sell	211,495 -9,580	-4%	-$307K	0.2%	152
2017 Q4	$6.79M	Sell	221,075 -21,285	-9%	-$645K	0.21%	143
2017 Q3	$7.05M	Buy	242,360 +62,545	+35%	+$1.73M	0.22%	129
2017 Q2	$4.73M	Buy	+179,815	New	+$4.38M	0.13%	199

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

Chicago Equity Partners's AEL Position: Q1 2020 in Review

Chicago Equity Partners reduced its American Equity Investment Life Holding Company (AEL) stake by 30% in Q1 2020, selling an estimated $878K and leaving 81,585 shares worth $1.53M. The position accounts for 0.15% of the portfolio, ranked #197.

Chicago Equity Partners first reported a position in AEL in Q2 2017 and has held it in 12 quarters since. The position peaked at $8.37M in Q3 2018. 224 funds tracked by Wall St. Rank hold AEL as of Q1 2020.

Chicago Equity Partners held 81,585 shares of American Equity Investment Life Holding Company worth $1.53M as of Q1 2020.
Chicago Equity Partners sold 34,415 American Equity Investment Life Holding Company shares in Q1 2020, an estimated $878K.
American Equity Investment Life Holding Company made up 0.15% of Chicago Equity Partners's portfolio in Q1 2020, its #197 holding.
Chicago Equity Partners first reported a position in American Equity Investment Life Holding Company in Q2 2017 and has held it in 12 quarters since.
Chicago Equity Partners's American Equity Investment Life Holding Company position peaked at $8.37M in Q3 2018.
224 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q1 2020.

Based on Chicago Equity Partners's 13F filing for Q1 2020, filed 6 May 2020.