OAM
AEL

Oppenheimer Asset Management’s American Equity Investment Life Holding Company AEL Stock Holding History

Oppenheimer Asset 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
Q4 		– Sell
-48,617
Closed -$1.07M – 1172
2020
Q3 		$1.07M Sell
48,617
-43
-0.1% -$1.03K 0.02% 596
2020
Q2 		$1.2M Sell
48,660
-1,475
-3% -$30.8K 0.02% 539
2020
Q1 		$943K Sell
50,135
-696
-1% -$17.8K 0.02% 568
2019
Q4 		$1.52M Sell
50,831
-615
-1% -$16.7K 0.03% 509
2019
Q3 		$1.25M Sell
51,446
-1,197
-2% -$28.9K 0.03% 550
2019
Q2 		$1.43M Sell
52,643
-927
-2% -$26.5K 0.03% 504
2019
Q1 		$1.45M Sell
53,570
-2,193
-4% -$66.5K 0.03% 484
2018
Q4 		$1.56M Sell
55,763
-2,060
-4% -$66.2K 0.04% 423
2018
Q3 		$2.04M Sell
57,823
-51
-0.1% -$1.84K 0.05% 410
2018
Q2 		$2.08M Buy
57,874
+285
+0.5% +$9.2K 0.05% 389
2018
Q1 		$1.69M Buy
57,589
+125
+0.2% +$4K 0.04% 428
2017
Q4 		$1.67M Hold
57,464
– – 0.04% 427
2017
Q3 		$1.67M Sell
57,464
-1,112
-2% -$30.7K 0.04% 429
2017
Q2 		$1.54M Buy
58,576
+197
+0.3% +$4.8K 0.04% 437
2017
Q1 		$1.38M Buy
+58,379
New +$1.45M 0.04% 463

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
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Oppenheimer Asset Management's AEL Position: Q4 2020 in Review

Oppenheimer Asset Management sold out of American Equity Investment Life Holding Company (AEL) in Q4 2020, closing a stake of 48,617 shares — an estimated $1.07M sold.

Oppenheimer Asset Management first reported a position in AEL in Q1 2017 and held it in 15 quarters. The position peaked at $2.08M in Q2 2018. 242 funds tracked by Wall St. Rank hold AEL as of Q4 2020.

  • Oppenheimer Asset Management reported no remaining American Equity Investment Life Holding Company position as of Q4 2020 after selling out during the quarter.
  • Oppenheimer Asset Management sold 48,617 American Equity Investment Life Holding Company shares in Q4 2020, an estimated $1.07M.
  • Oppenheimer Asset Management first reported a position in American Equity Investment Life Holding Company in Q1 2017 and held it in 15 quarters.
  • Oppenheimer Asset Management's American Equity Investment Life Holding Company position peaked at $2.08M in Q2 2018.
  • 242 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q4 2020.

Based on Oppenheimer Asset Management's 13F filing for Q4 2020, filed 11 Feb 2021.