Neuburgh Advisers’s American Equity Investment Life Holding Company AEL Stock Holding History

Neuburgh Advisers’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 Q3	$214K	Hold	8,832	–	–	0.01%	660
2019 Q2	$240K	Hold	8,832	–	–	0.01%	642
2019 Q1	$239K	Hold	8,832	–	–	0.01%	637
2018 Q4	$247K	Hold	8,832	–	–	0.01%	587
2018 Q3	$312K	Buy	8,832 +1,984	+29%	+$71.7K	0.01%	607
2018 Q2	$247K	Hold	6,848	–	–	0.01%	595
2018 Q1	$201K	Hold	6,848	–	–	0.01%	636
2017 Q4	$210K	Buy	6,848 +1,456	+27%	+$44.2K	0.01%	639
2017 Q3	$157K	Buy	5,392 +912	+20%	+$25.2K	0.01%	661
2017 Q2	$118K	Buy	4,480 +1,904	+74%	+$46.4K	﹤0.01%	697
2017 Q1	$61K	Buy	2,576 +256	+11%	+$6.36K	﹤0.01%	728
2016 Q4	$52K	Buy	+2,320	New	+$46.4K	﹤0.01%	738

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Neuburgh Advisers's AEL Position: Q3 2019 in Review

Neuburgh Advisers held its American Equity Investment Life Holding Company (AEL) position steady in Q3 2019 at 8,832 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #660.

Neuburgh Advisers first reported a position in AEL in Q4 2016 and has held it in 12 quarters since. The position peaked at $312K in Q3 2018. 244 funds tracked by Wall St. Rank hold AEL as of Q3 2019.

Neuburgh Advisers held 8,832 shares of American Equity Investment Life Holding Company worth $214K as of Q3 2019.
Neuburgh Advisers left its American Equity Investment Life Holding Company share count unchanged in Q3 2019.
American Equity Investment Life Holding Company made up 0.01% of Neuburgh Advisers's portfolio in Q3 2019, its #660 holding.
Neuburgh Advisers first reported a position in American Equity Investment Life Holding Company in Q4 2016 and has held it in 12 quarters since.
Neuburgh Advisers's American Equity Investment Life Holding Company position peaked at $312K in Q3 2018.
244 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q3 2019.

Based on Neuburgh Advisers's 13F filing for Q3 2019, filed 14 Nov 2019.