MFG
AEL

Magnus Financial Group’s American Equity Investment Life Holding Company AEL Stock Holding History

Magnus Financial Group’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
-25,956
Closed -$641K – 668
2020
Q2 		$641K Sell
25,956
-789
-3% -$16.5K 0.07% 117
2020
Q1 		$503K Buy
+26,745
New +$682K 0.07% 139

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

Magnus Financial Group's AEL Position: Q3 2020 in Review

Magnus Financial Group sold out of American Equity Investment Life Holding Company (AEL) in Q3 2020, closing a stake of 25,956 shares — an estimated $641K sold.

Magnus Financial Group first reported a position in AEL in Q1 2020 and held it in 2 quarters. The position peaked at $641K in Q2 2020. 209 funds tracked by Wall St. Rank hold AEL as of Q3 2020.

  • Magnus Financial Group reported no remaining American Equity Investment Life Holding Company position as of Q3 2020 after selling out during the quarter.
  • Magnus Financial Group sold 25,956 American Equity Investment Life Holding Company shares in Q3 2020, an estimated $641K.
  • Magnus Financial Group first reported a position in American Equity Investment Life Holding Company in Q1 2020 and held it in 2 quarters.
  • Magnus Financial Group's American Equity Investment Life Holding Company position peaked at $641K in Q2 2020.
  • 209 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q3 2020.

Based on Magnus Financial Group's 13F filing for Q3 2020, filed 5 Nov 2020.