CIA
AEL

CSat Investment Advisory’s American Equity Investment Life Holding Company AEL Stock Holding History

CSat Investment Advisory’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
Q4 		– Sell
-21,533
Closed -$521K – 1087
2019
Q3 		$521K Buy
21,533
+10,483
+95% +$253K 0.16% 115
2019
Q2 		$300K Buy
+11,050
New +$316K 0.11% 157

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 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

CSat Investment Advisory's AEL Position: Q4 2019 in Review

CSat Investment Advisory sold out of American Equity Investment Life Holding Company (AEL) in Q4 2019, closing a stake of 21,533 shares — an estimated $521K sold.

CSat Investment Advisory first reported a position in AEL in Q2 2019 and held it in 2 quarters. The position peaked at $521K in Q3 2019. 246 funds tracked by Wall St. Rank hold AEL as of Q4 2019.

  • CSat Investment Advisory reported no remaining American Equity Investment Life Holding Company position as of Q4 2019 after selling out during the quarter.
  • CSat Investment Advisory sold 21,533 American Equity Investment Life Holding Company shares in Q4 2019, an estimated $521K.
  • CSat Investment Advisory first reported a position in American Equity Investment Life Holding Company in Q2 2019 and held it in 2 quarters.
  • CSat Investment Advisory's American Equity Investment Life Holding Company position peaked at $521K in Q3 2019.
  • 246 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q4 2019.

Based on CSat Investment Advisory's 13F filing for Q4 2019, filed 13 Feb 2020.