Lucus Advisors’s American Equity Investment Life Holding Company AEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-11,874
| Closed | -$345K | – | 263 |
|
|
2017
Q3 | $345K | Sell |
11,874
-1,704
| -13% | -$49.5K | 0.49% | 160 |
|
|
2017
Q2 | $357K | Sell |
13,578
-3,757
| -22% | -$98.8K | 0.48% | 121 |
|
|
2017
Q1 | $410K | Buy |
+17,335
| New | +$410K | 0.38% | 112 |
|
|
2016
Q4 | – | Sell |
-22,437
| Closed | -$398K | – | 192 |
|
|
2016
Q3 | $398K | Sell |
22,437
-2,353
| -9% | -$41.7K | 0.34% | 75 |
|
|
2016
Q2 | $353K | Sell |
24,790
-6,688
| -21% | -$95.2K | 0.29% | 61 |
|
|
2016
Q1 | $529K | Buy |
31,478
+15,435
| +96% | +$259K | 0.31% | 47 |
|
|
2015
Q4 | $386K | Sell |
16,043
-2,583
| -14% | -$62.1K | 0.23% | 186 |
|
|
2015
Q3 | $434K | Sell |
18,626
-1,135
| -6% | -$26.4K | 0.24% | 187 |
|
|
2015
Q2 | $533K | Buy |
19,761
+1,231
| +7% | +$33.2K | 0.26% | 28 |
|
|
2015
Q1 | $540K | Buy |
18,530
+1,394
| +8% | +$40.6K | 0.28% | 71 |
|
|
2014
Q4 | $500K | Buy |
+17,136
| New | +$500K | 0.22% | 43 |
|