IR
AEL

Invictus RG’s American Equity Investment Life Holding Company AEL Stock Holding History

Invictus RG’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
2018
Q4 		– Sell
-7,184
Closed -$254K – 150
2018
Q3 		$254K Buy
+7,184
New +$259K 0.19% 164
2018
Q1 		– Sell
-9,724
Closed -$299K – 383
2017
Q4 		$299K Sell
9,724
-2,405
-20% -$72.9K 0.32% 146
2017
Q3 		$353K Buy
12,129
+4,147
+52% +$114K 0.32% 124
2017
Q2 		$210K Buy
7,982
+286
+4% +$6.96K 0.15% 257
2017
Q1 		$182K Buy
+7,696
New +$191K 0.12% 338
2016
Q2 		– Sell
-424
Closed -$7K – 746
2016
Q1 		$7K Buy
+424
New +$6.87K 0.01% 523

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invictus RG's AEL Position: Q4 2018 in Review

Invictus RG sold out of American Equity Investment Life Holding Company (AEL) in Q4 2018, closing a stake of 7,184 shares — an estimated $254K sold.

Invictus RG first reported a position in AEL in Q1 2016 and held it in 6 quarters. The position peaked at $353K in Q3 2017. 273 funds tracked by Wall St. Rank hold AEL as of Q4 2018.

  • Invictus RG reported no remaining American Equity Investment Life Holding Company position as of Q4 2018 after selling out during the quarter.
  • Invictus RG sold 7,184 American Equity Investment Life Holding Company shares in Q4 2018, an estimated $254K.
  • Invictus RG first reported a position in American Equity Investment Life Holding Company in Q1 2016 and held it in 6 quarters.
  • Invictus RG's American Equity Investment Life Holding Company position peaked at $353K in Q3 2017.
  • 273 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q4 2018.

Based on Invictus RG's 13F filing for Q4 2018, filed 13 Feb 2019.