Keel Point’s American Equity Investment Life Holding Company AEL Stock Holding History

Keel Point’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
2019 Q2	–	Sell	-10,083	Closed	-$272K	–	199
2019 Q1	$272K	Hold	10,083	–	–	0.03%	163
2018 Q4	$282K	Sell	10,083 -1,820	-15%	-$58.5K	0.04%	162
2018 Q3	$421K	Hold	11,903	–	–	0.05%	117
2018 Q2	$429K	Hold	11,903	–	–	0.06%	96
2018 Q1	$349K	Hold	11,903	–	–	0.05%	118
2017 Q4	$366K	Hold	11,903	–	–	0.05%	121
2017 Q3	$346K	Hold	11,903	–	–	0.05%	123
2017 Q2	$313K	Hold	11,903	–	–	0.06%	119
2017 Q1	$281K	Sell	11,903 -4,083	-26%	-$101K	0.06%	132
2016 Q4	$360K	Sell	15,986 -9,324	-37%	-$186K	0.08%	105
2016 Q3	$449K	Hold	25,310	–	–	0.17%	86
2016 Q2	$361K	Sell	25,310 -1,565	-6%	-$23.6K	0.16%	97
2016 Q1	$451K	Sell	26,875 -219	-0.8%	-$3.55K	0.23%	80
2015 Q4	$651K	Sell	27,094 -1,667	-6%	-$42.5K	0.35%	52
2015 Q3	$670K	Buy	+28,761	New	+$741K	0.37%	46

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Keel Point's AEL Position: Q2 2019 in Review

Keel Point sold out of American Equity Investment Life Holding Company (AEL) in Q2 2019, closing a stake of 10,083 shares — an estimated $272K sold.

Keel Point first reported a position in AEL in Q3 2015 and held it in 15 quarters. The position peaked at $670K in Q3 2015. 250 funds tracked by Wall St. Rank hold AEL as of Q2 2019.

Keel Point reported no remaining American Equity Investment Life Holding Company position as of Q2 2019 after selling out during the quarter.
Keel Point sold 10,083 American Equity Investment Life Holding Company shares in Q2 2019, an estimated $272K.
Keel Point first reported a position in American Equity Investment Life Holding Company in Q3 2015 and held it in 15 quarters.
Keel Point's American Equity Investment Life Holding Company position peaked at $670K in Q3 2015.
250 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2019.

Based on Keel Point's 13F filing for Q2 2019, filed 8 Aug 2019.