Mid Atlantic Financial Management’s American Equity Investment Life Holding Company AEL Stock Holding History

Mid Atlantic Financial Management’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 Q1	–	Sell	-10,585	Closed	-$317K	–	786
2019 Q4	$317K	Sell	10,585 -490	-4%	-$13.3K	0.03%	512
2019 Q3	$268K	Sell	11,075 -3,025	-21%	-$73.1K	0.03%	541
2019 Q2	$383K	Sell	14,100 -525	-4%	-$15K	0.04%	446
2019 Q1	$395K	Sell	14,625 -165	-1%	-$5K	0.04%	424
2018 Q4	$413K	Buy	+14,790	New	+$475K	0.05%	382

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

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Mid Atlantic Financial Management's AEL Position: Q1 2020 in Review

Mid Atlantic Financial Management sold out of American Equity Investment Life Holding Company (AEL) in Q1 2020, closing a stake of 10,585 shares — an estimated $317K sold.

Mid Atlantic Financial Management first reported a position in AEL in Q4 2018 and held it in 5 quarters. The position peaked at $413K in Q4 2018. 224 funds tracked by Wall St. Rank hold AEL as of Q1 2020.

Mid Atlantic Financial Management reported no remaining American Equity Investment Life Holding Company position as of Q1 2020 after selling out during the quarter.
Mid Atlantic Financial Management sold 10,585 American Equity Investment Life Holding Company shares in Q1 2020, an estimated $317K.
Mid Atlantic Financial Management first reported a position in American Equity Investment Life Holding Company in Q4 2018 and held it in 5 quarters.
Mid Atlantic Financial Management's American Equity Investment Life Holding Company position peaked at $413K in Q4 2018.
224 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q1 2020.

Based on Mid Atlantic Financial Management's 13F filing for Q1 2020, filed 11 May 2020.