CAM
AEL

Cresset Asset Management’s American Equity Investment Life Holding Company AEL Stock Holding History

Cresset Asset 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
2019
Q2 		– Sell
-647
Closed -$17K – 1816
2019
Q1 		$17K Buy
647
+353
+120% +$10.7K ﹤0.01% 1065
2018
Q4 		$8K Buy
+294
New +$9.45K ﹤0.01% 919

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

Cresset Asset Management's AEL Position: Q2 2019 in Review

Cresset Asset Management sold out of American Equity Investment Life Holding Company (AEL) in Q2 2019, closing a stake of 647 shares — an estimated $17K sold.

Cresset Asset Management first reported a position in AEL in Q4 2018 and held it in 2 quarters. The position peaked at $17K in Q1 2019. 250 funds tracked by Wall St. Rank hold AEL as of Q2 2019.

  • Cresset Asset Management reported no remaining American Equity Investment Life Holding Company position as of Q2 2019 after selling out during the quarter.
  • Cresset Asset Management sold 647 American Equity Investment Life Holding Company shares in Q2 2019, an estimated $17K.
  • Cresset Asset Management first reported a position in American Equity Investment Life Holding Company in Q4 2018 and held it in 2 quarters.
  • Cresset Asset Management's American Equity Investment Life Holding Company position peaked at $17K in Q1 2019.
  • 250 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2019.

Based on Cresset Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.