Royal Fund Management’s American Equity Investment Life Holding Company AEL Stock Holding History

Royal Fund 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 Q2	–	Sell	-300	Closed	-$5K	–	605
2020 Q1	$5K	Buy	+300	New	+$7.65K	﹤0.01%	431
2019 Q3	–	Sell	-1,383	Closed	-$37K	–	687
2019 Q2	$37K	Hold	1,383	–	–	0.01%	255
2019 Q1	$37K	Buy	1,383 +269	+24%	+$8.15K	0.01%	236
2018 Q4	$31K	Hold	1,114	–	–	0.01%	224
2018 Q3	$39K	Hold	1,114	–	–	0.01%	209
2018 Q2	$40K	Hold	1,114	–	–	0.01%	219
2018 Q1	$32K	Buy	1,114 +74	+7%	+$2.37K	0.01%	237
2017 Q4	$31K	Hold	1,040	–	–	0.01%	242
2017 Q3	$30K	Hold	1,040	–	–	0.01%	209
2017 Q2	$27K	Hold	1,040	–	–	0.01%	197
2017 Q1	$24K	Sell	1,040 -2,610	-72%	-$64.8K	0.01%	202
2016 Q4	$82K	Buy	+3,650	New	+$72.9K	0.05%	113

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

Royal Fund Management's AEL Position: Q2 2020 in Review

Royal Fund Management sold out of American Equity Investment Life Holding Company (AEL) in Q2 2020, closing a stake of 300 shares — an estimated $5K sold.

Royal Fund Management first reported a position in AEL in Q4 2016 and held it in 12 quarters. The position peaked at $82K in Q4 2016. 234 funds tracked by Wall St. Rank hold AEL as of Q2 2020.

Royal Fund Management reported no remaining American Equity Investment Life Holding Company position as of Q2 2020 after selling out during the quarter.
Royal Fund Management sold 300 American Equity Investment Life Holding Company shares in Q2 2020, an estimated $5K.
Royal Fund Management first reported a position in American Equity Investment Life Holding Company in Q4 2016 and held it in 12 quarters.
Royal Fund Management's American Equity Investment Life Holding Company position peaked at $82K in Q4 2016.
234 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2020.

Based on Royal Fund Management's 13F filing for Q2 2020, filed 6 Aug 2020.