EW
AEL

Evoke Wealth’s American Equity Investment Life Holding Company AEL Stock Holding History

Evoke Wealth’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 		– Sell
-699
Closed -$20.9K – 1386
2019
Q4 		$20.9K Hold
699
– – ﹤0.01% 579
2019
Q3 		$16.9K Buy
+699
New +$16.9K ﹤0.01% 698

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
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Evoke Wealth's AEL Position: Q1 2020 in Review

Evoke Wealth sold out of American Equity Investment Life Holding Company (AEL) in Q1 2020, closing a stake of 699 shares — an estimated $20.9K sold.

Evoke Wealth first reported a position in AEL in Q3 2019 and held it in 2 quarters. The position peaked at $20.9K in Q4 2019. 224 funds tracked by Wall St. Rank hold AEL as of Q1 2020.

  • Evoke Wealth reported no remaining American Equity Investment Life Holding Company position as of Q1 2020 after selling out during the quarter.
  • Evoke Wealth sold 699 American Equity Investment Life Holding Company shares in Q1 2020, an estimated $20.9K.
  • Evoke Wealth first reported a position in American Equity Investment Life Holding Company in Q3 2019 and held it in 2 quarters.
  • Evoke Wealth's American Equity Investment Life Holding Company position peaked at $20.9K in Q4 2019.
  • 224 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q1 2020.

Based on Evoke Wealth's 13F filing for Q1 2020, filed 7 May 2020.