OPS
AEL

Orion Portfolio Solutions’s American Equity Investment Life Holding Company AEL Stock Holding History

Orion Portfolio Solutions’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
-235
Closed -$6K – 2170
2020
Q2 		$6K Buy
+235
New +$4.9K ﹤0.01% 1430

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

Orion Portfolio Solutions's AEL Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of American Equity Investment Life Holding Company (AEL) in Q3 2020, closing a stake of 235 shares — an estimated $6K sold.

Orion Portfolio Solutions first reported a position in AEL in Q2 2020 and held it in 1 quarter. The position peaked at $6K in Q2 2020. 209 funds tracked by Wall St. Rank hold AEL as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining American Equity Investment Life Holding Company position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 235 American Equity Investment Life Holding Company shares in Q3 2020, an estimated $6K.
  • Orion Portfolio Solutions first reported a position in American Equity Investment Life Holding Company in Q2 2020 and held it in 1 quarter.
  • Orion Portfolio Solutions's American Equity Investment Life Holding Company position peaked at $6K in Q2 2020.
  • 209 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.