First Mercantile Trust’s American Equity Investment Life Holding Company AEL Stock Holding History

First Mercantile Trust’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 Q2	–	Sell	-3,800	Closed	-$71K	–	982
2020 Q1	$71K	Buy	3,800 +101	+3%	+$2.58K	0.01%	636
2019 Q4	$111K	Sell	3,699 -40	-1%	-$1.08K	0.01%	647
2019 Q3	$90K	Buy	+3,739	New	+$90.4K	0.01%	722
2014 Q2	–	Sell	-3,320	Closed	-$78K	–	1275
2014 Q1	$78K	Buy	+3,320	New	+$76.5K	0.01%	949

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

Citigroup New York $235B AUM 32.99% 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

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

First Mercantile Trust's AEL Position: Q2 2020 in Review

First Mercantile Trust sold out of American Equity Investment Life Holding Company (AEL) in Q2 2020, closing a stake of 3,800 shares — an estimated $71K sold.

First Mercantile Trust first reported a position in AEL in Q1 2014 and held it in 4 quarters. The position peaked at $111K in Q4 2019. 234 funds tracked by Wall St. Rank hold AEL as of Q2 2020.

First Mercantile Trust reported no remaining American Equity Investment Life Holding Company position as of Q2 2020 after selling out during the quarter.
First Mercantile Trust sold 3,800 American Equity Investment Life Holding Company shares in Q2 2020, an estimated $71K.
First Mercantile Trust first reported a position in American Equity Investment Life Holding Company in Q1 2014 and held it in 4 quarters.
First Mercantile Trust's American Equity Investment Life Holding Company position peaked at $111K in Q4 2019.
234 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2020.

Based on First Mercantile Trust's 13F filing for Q2 2020, filed 10 Aug 2020.