LTFS
AEL

Ladenburg Thalmann Financial Services’s American Equity Investment Life Holding Company AEL Stock Holding History

Ladenburg Thalmann Financial Services’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
Q4 		$33K Buy
1,097
+185
+20% +$5.02K ﹤0.01% 3825
2019
Q3 		$15K Buy
912
+436
+92% +$10.5K ﹤0.01% 4203
2019
Q2 		$13K Sell
476
-16
-3% -$458 ﹤0.01% 4326
2019
Q1 		$13K Buy
492
+18
+4% +$545 ﹤0.01% 4264
2018
Q4 		$14K Sell
474
-74
-14% -$2.38K ﹤0.01% 4101
2018
Q3 		$19K Sell
548
-80
-13% -$2.89K ﹤0.01% 3949
2018
Q2 		$18K Hold
628
– – ﹤0.01% 3900
2018
Q1 		$18K Buy
628
+47
+8% +$1.5K ﹤0.01% 3900
2017
Q4 		$18K Buy
581
+101
+21% +$3.06K ﹤0.01% 3868
2017
Q3 		$14K Sell
480
-232
-33% -$6.4K ﹤0.01% 3905
2017
Q2 		$19K Buy
712
+34
+5% +$828 ﹤0.01% 3662
2017
Q1 		$16K Sell
678
-109
-14% -$2.71K ﹤0.01% 3707
2016
Q4 		$17K Buy
787
+4
+0.5% +$80 ﹤0.01% 3582
2016
Q3 		$14K Sell
783
-38
-5% -$628 ﹤0.01% 3637
2016
Q2 		$12K Buy
821
+411
+100% +$6.21K ﹤0.01% 3678
2016
Q1 		$7K Sell
410
-69
-14% -$1.12K ﹤0.01% 3915
2015
Q4 		$12K Buy
479
+24
+5% +$612 ﹤0.01% 3586
2015
Q3 		$11K Sell
455
-101
-18% -$2.6K ﹤0.01% 3485
2015
Q2 		$15K Sell
556
-95
-15% -$2.6K ﹤0.01% 3434
2015
Q1 		$19K Hold
651
– – ﹤0.01% 3224
2014
Q4 		$19K Buy
651
+136
+26% +$3.54K ﹤0.01% 3026
2014
Q3 		$12K Buy
515
+155
+43% +$3.65K ﹤0.01% 3001
2014
Q2 		$9K Buy
+360
New +$8.33K ﹤0.01% 3153
2014
Q1 		– Sell
-1,889
Closed -$50K – 3871
2013
Q4 		$50K Buy
1,889
+1,850
+4,744% +$42.2K ﹤0.01% 1921
2013
Q3 		$1K Hold
39
– – ﹤0.01% 3598
2013
Q2 		$1K Buy
+39
New +$605 ﹤0.01% 3517

Other funds holding AEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Ladenburg Thalmann Financial Services's AEL Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its American Equity Investment Life Holding Company (AEL) stake by 20% in Q4 2019, buying an estimated $5.02K and bringing the position to 1,097 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #3825.

Ladenburg Thalmann Financial Services first reported a position in AEL in Q2 2013 and has held it in 26 quarters since. The position peaked at $50K in Q4 2013. 246 funds tracked by Wall St. Rank hold AEL as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 1,097 shares of American Equity Investment Life Holding Company worth $33K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 185 American Equity Investment Life Holding Company shares in Q4 2019, an estimated $5.02K.
  • American Equity Investment Life Holding Company made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3825 holding.
  • Ladenburg Thalmann Financial Services first reported a position in American Equity Investment Life Holding Company in Q2 2013 and has held it in 26 quarters since.
  • Ladenburg Thalmann Financial Services's American Equity Investment Life Holding Company position peaked at $50K in Q4 2013.
  • 246 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.