Petrus Trust Company’s American Equity Investment Life Holding Company AEL Stock Holding History

Petrus Trust Company’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 Q2	–	Sell	-10,186	Closed	-$191K	–	328
2020 Q1	$191K	Buy	+10,186	New	+$260K	0.03%	105
2019 Q4	–	Sell	-10,921	Closed	-$264K	–	375
2019 Q3	$264K	Buy	10,921 +2,349	+27%	+$56.8K	0.05%	129
2019 Q2	$233K	Buy	+8,572	New	+$245K	0.04%	181
2019 Q1	–	Sell	-7,381	Closed	-$206K	–	323
2018 Q4	$206K	Buy	+7,381	New	+$237K	0.05%	182
2017 Q2	–	Sell	-10,754	Closed	-$254K	–	225
2017 Q1	$254K	Buy	+10,754	New	+$267K	0.06%	125
2016 Q3	–	Sell	-13,298	Closed	-$189K	–	202
2016 Q2	$189K	Buy	+13,298	New	+$201K	0.04%	138

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

Citigroup New York $235B AUM 32.99% 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

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

Petrus Trust Company's AEL Position: Q2 2020 in Review

Petrus Trust Company sold out of American Equity Investment Life Holding Company (AEL) in Q2 2020, closing a stake of 10,186 shares — an estimated $191K sold.

Petrus Trust Company first reported a position in AEL in Q2 2016 and held it in 6 quarters. The position peaked at $264K in Q3 2019. 234 funds tracked by Wall St. Rank hold AEL as of Q2 2020.

Petrus Trust Company reported no remaining American Equity Investment Life Holding Company position as of Q2 2020 after selling out during the quarter.
Petrus Trust Company sold 10,186 American Equity Investment Life Holding Company shares in Q2 2020, an estimated $191K.
Petrus Trust Company first reported a position in American Equity Investment Life Holding Company in Q2 2016 and held it in 6 quarters.
Petrus Trust Company's American Equity Investment Life Holding Company position peaked at $264K in Q3 2019.
234 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2020.

Based on Petrus Trust Company's 13F filing for Q2 2020, filed 14 Aug 2020.