LIA
AEL

LS Investment Advisors’s American Equity Investment Life Holding Company AEL Stock Holding History

LS Investment Advisors’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
-2,872
Closed -$71K – 1519
2020
Q2 		$71K Buy
2,872
+205
+8% +$4.28K ﹤0.01% 1082
2020
Q1 		$50K Hold
2,667
– – ﹤0.01% 1111
2019
Q4 		$80K Hold
2,667
– – ﹤0.01% 1191
2019
Q3 		$65K Hold
2,667
– – ﹤0.01% 1221
2019
Q2 		$72K Hold
2,667
– – ﹤0.01% 1193
2019
Q1 		$72K Hold
2,667
– – ﹤0.01% 1194
2018
Q4 		$75K Buy
2,667
+134
+5% +$4.3K 0.01% 1153
2018
Q3 		$90K Sell
2,533
-217
-8% -$7.84K 0.01% 1157
2018
Q2 		$99K Buy
2,750
+61
+2% +$1.97K 0.01% 1141
2018
Q1 		$79K Buy
2,689
+80
+3% +$2.56K ﹤0.01% 1173
2017
Q4 		$80K Sell
2,609
-382
-13% -$11.6K ﹤0.01% 1192
2017
Q3 		$87K Sell
2,991
-240
-7% -$6.62K 0.01% 1190
2017
Q2 		$85K Buy
3,231
+192
+6% +$4.67K 0.01% 1184
2017
Q1 		$72K Sell
3,039
-193
-6% -$4.79K ﹤0.01% 1230
2016
Q4 		$73K Hold
3,232
– – 0.01% 1142
2016
Q3 		$57K Buy
3,232
+385
+14% +$6.36K ﹤0.01% 1178
2016
Q2 		$41K Hold
2,847
– – ﹤0.01% 1275
2016
Q1 		$48K Buy
2,847
+240
+9% +$3.89K ﹤0.01% 1191
2015
Q4 		$63K Hold
2,607
– – ﹤0.01% 1050
2015
Q3 		$61K Buy
2,607
+126
+5% +$3.25K ﹤0.01% 1056
2015
Q2 		$67K Buy
+2,481
New +$67.9K 0.01% 1050

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
Citigroup
Citigroup New York $235B AUM 32.99% 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
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

LS Investment Advisors's AEL Position: Q3 2020 in Review

LS Investment Advisors sold out of American Equity Investment Life Holding Company (AEL) in Q3 2020, closing a stake of 2,872 shares — an estimated $71K sold.

LS Investment Advisors first reported a position in AEL in Q2 2015 and held it in 21 quarters. The position peaked at $99K in Q2 2018. 209 funds tracked by Wall St. Rank hold AEL as of Q3 2020.

  • LS Investment Advisors reported no remaining American Equity Investment Life Holding Company position as of Q3 2020 after selling out during the quarter.
  • LS Investment Advisors sold 2,872 American Equity Investment Life Holding Company shares in Q3 2020, an estimated $71K.
  • LS Investment Advisors first reported a position in American Equity Investment Life Holding Company in Q2 2015 and held it in 21 quarters.
  • LS Investment Advisors's American Equity Investment Life Holding Company position peaked at $99K in Q2 2018.
  • 209 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q3 2020.

Based on LS Investment Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.