Pettee Investors’s American Equity Investment Life Holding Company AEL Stock Holding History

Pettee Investors’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	–	Sell	-17,350	Closed	-$471K	–	118
2019 Q2	$471K	Hold	17,350	–	–	0.3%	85
2019 Q1	$469K	Hold	17,350	–	–	0.3%	93
2018 Q4	$485K	Hold	17,350	–	–	0.34%	81
2018 Q3	$613K	Hold	17,350	–	–	0.36%	81
2018 Q2	$625K	Hold	17,350	–	–	0.39%	78
2018 Q1	$509K	Buy	+17,350	New	+$555K	0.32%	90

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

Pettee Investors's AEL Position: Q3 2019 in Review

Pettee Investors sold out of American Equity Investment Life Holding Company (AEL) in Q3 2019, closing a stake of 17,350 shares — an estimated $471K sold.

Pettee Investors first reported a position in AEL in Q1 2018 and held it in 6 quarters. The position peaked at $625K in Q2 2018. 244 funds tracked by Wall St. Rank hold AEL as of Q3 2019.

Pettee Investors reported no remaining American Equity Investment Life Holding Company position as of Q3 2019 after selling out during the quarter.
Pettee Investors sold 17,350 American Equity Investment Life Holding Company shares in Q3 2019, an estimated $471K.
Pettee Investors first reported a position in American Equity Investment Life Holding Company in Q1 2018 and held it in 6 quarters.
Pettee Investors's American Equity Investment Life Holding Company position peaked at $625K in Q2 2018.
244 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q3 2019.

Based on Pettee Investors's 13F filing for Q3 2019, filed 30 Oct 2019.