Globeflex Capital’s American Equity Investment Life Holding Company AEL Stock Holding History

Globeflex Capital’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	-47	Closed	-$1K	–	640
2020 Q1	$1K	Hold	47	–	–	﹤0.01%	517
2019 Q4	$1K	Hold	47	–	–	﹤0.01%	524
2019 Q3	$1K	Hold	47	–	–	﹤0.01%	509
2019 Q2	$1K	Sell	47 -29,764	-100%	-$852K	﹤0.01%	508
2019 Q1	$805K	Hold	29,811	–	–	0.17%	214
2018 Q4	$833K	Buy	29,811 +2,851	+11%	+$91.6K	0.2%	172
2018 Q3	$953K	Buy	26,960 +5	+0%	+$181	0.19%	189
2018 Q2	$970K	Sell	26,955 -4,230	-14%	-$136K	0.2%	176
2018 Q1	$916K	Buy	31,185 +15,259	+96%	+$489K	0.19%	190
2017 Q4	$489K	Hold	15,926	–	–	0.14%	235
2017 Q3	$463K	Hold	15,926	–	–	0.13%	239
2017 Q2	$419K	Hold	15,926	–	–	0.1%	261
2017 Q1	$376K	Buy	+15,926	New	+$396K	0.09%	302

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

Globeflex Capital's AEL Position: Q2 2020 in Review

Globeflex Capital sold out of American Equity Investment Life Holding Company (AEL) in Q2 2020, closing a stake of 47 shares — an estimated $1K sold.

Globeflex Capital first reported a position in AEL in Q1 2017 and held it in 13 quarters. The position peaked at $970K in Q2 2018. 234 funds tracked by Wall St. Rank hold AEL as of Q2 2020.

Globeflex Capital reported no remaining American Equity Investment Life Holding Company position as of Q2 2020 after selling out during the quarter.
Globeflex Capital sold 47 American Equity Investment Life Holding Company shares in Q2 2020, an estimated $1K.
Globeflex Capital first reported a position in American Equity Investment Life Holding Company in Q1 2017 and held it in 13 quarters.
Globeflex Capital's American Equity Investment Life Holding Company position peaked at $970K in Q2 2018.
234 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2020.

Based on Globeflex Capital's 13F filing for Q2 2020, filed 12 Aug 2020.