Gradient Investments’s American Equity Investment Life Holding Company AEL Stock Holding History

Gradient Investments’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
2021 Q2	–	Sell	-514	Closed	-$16K	–	1284
2021 Q1	$16K	Hold	514	–	–	﹤0.01%	669
2020 Q4	$11K	Hold	514	–	–	﹤0.01%	680
2020 Q3	$11K	Hold	514	–	–	﹤0.01%	684
2020 Q2	$13K	Sell	514 -85	-14%	-$1.77K	﹤0.01%	609
2020 Q1	$11K	Sell	599 -1,465	-71%	-$37.4K	﹤0.01%	636
2019 Q4	$62K	Sell	2,064 -2,535	-55%	-$68.7K	﹤0.01%	362
2019 Q3	$111K	Buy	4,599 +450	+11%	+$10.9K	0.01%	293
2019 Q2	$113K	Hold	4,149	–	–	0.01%	297
2019 Q1	$112K	Hold	4,149	–	–	0.01%	278
2018 Q4	$116K	Buy	4,149 +450	+12%	+$14.5K	0.01%	256
2018 Q3	$131K	Hold	3,699	–	–	0.01%	263
2018 Q2	$133K	Hold	3,699	–	–	0.01%	251
2018 Q1	$109K	Buy	3,699 +399	+12%	+$12.8K	0.01%	269
2017 Q4	$101K	Buy	+3,300	New	+$100K	0.01%	281
2016 Q3	–	Sell	-1,476	Closed	-$21K	–	792
2016 Q2	$21K	Hold	1,476	–	–	﹤0.01%	339
2016 Q1	$25K	Buy	+1,476	New	+$23.9K	﹤0.01%	335

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

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Gradient Investments's AEL Position: Q2 2021 in Review

Gradient Investments sold out of American Equity Investment Life Holding Company (AEL) in Q2 2021, closing a stake of 514 shares — an estimated $16K sold.

Gradient Investments first reported a position in AEL in Q1 2016 and held it in 16 quarters. The position peaked at $133K in Q2 2018. 212 funds tracked by Wall St. Rank hold AEL as of Q2 2021.

Gradient Investments reported no remaining American Equity Investment Life Holding Company position as of Q2 2021 after selling out during the quarter.
Gradient Investments sold 514 American Equity Investment Life Holding Company shares in Q2 2021, an estimated $16K.
Gradient Investments first reported a position in American Equity Investment Life Holding Company in Q1 2016 and held it in 16 quarters.
Gradient Investments's American Equity Investment Life Holding Company position peaked at $133K in Q2 2018.
212 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2021.

Based on Gradient Investments's 13F filing for Q2 2021, filed 12 Jul 2021.