Hillsdale Investment Management’s American Equity Investment Life Holding Company AEL Stock Holding History

Hillsdale Investment Management’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 Q3	–	Sell	-95,000	Closed	-$2.35M	–	671
2020 Q2	$2.35M	Sell	95,000 -500	-0.5%	-$10.4K	0.21%	144
2020 Q1	$1.79M	Sell	95,500 -200	-0.2%	-$5.1K	0.22%	137
2019 Q4	$2.87M	Buy	95,700 +12,600	+15%	+$342K	0.25%	132
2019 Q3	$2.01M	Buy	83,100 +23,900	+40%	+$578K	0.18%	148
2019 Q2	$1.61M	Sell	59,200 -19,342	-25%	-$553K	0.16%	148
2019 Q1	$2.12M	Buy	78,542 +2,800	+4%	+$84.9K	0.19%	101
2018 Q4	$2.12M	Buy	75,742 +75,700	+180,238%	+$2.43M	0.25%	80
2018 Q3	$1K	Hold	42	–	–	﹤0.01%	472
2018 Q2	$2K	Sell	42 -43,900	-100%	-$1.42M	﹤0.01%	481
2018 Q1	$1.29M	Hold	43,942	–	–	0.18%	109
2017 Q4	$1.35M	Hold	43,942	–	–	0.22%	86
2017 Q3	$1.28M	Buy	43,942 +43,642	+14,547%	+$1.2M	0.22%	88
2017 Q2	$8K	Buy	+300	New	+$7.3K	﹤0.01%	352

Other funds holding AEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Hillsdale Investment Management's AEL Position: Q3 2020 in Review

Hillsdale Investment Management sold out of American Equity Investment Life Holding Company (AEL) in Q3 2020, closing a stake of 95,000 shares — an estimated $2.35M sold.

Hillsdale Investment Management first reported a position in AEL in Q2 2017 and held it in 13 quarters. The position peaked at $2.87M in Q4 2019. 209 funds tracked by Wall St. Rank hold AEL as of Q3 2020.

Hillsdale Investment Management reported no remaining American Equity Investment Life Holding Company position as of Q3 2020 after selling out during the quarter.
Hillsdale Investment Management sold 95,000 American Equity Investment Life Holding Company shares in Q3 2020, an estimated $2.35M.
Hillsdale Investment Management first reported a position in American Equity Investment Life Holding Company in Q2 2017 and held it in 13 quarters.
Hillsdale Investment Management's American Equity Investment Life Holding Company position peaked at $2.87M in Q4 2019.
209 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q3 2020.

Based on Hillsdale Investment Management's 13F filing for Q3 2020, filed 13 Nov 2020.