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

Simplicity 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 Q4	–	Sell	-9,882	Closed	-$217K	–	995
2020 Q3	$217K	Sell	9,882 -1,177	-11%	-$28.1K	﹤0.01%	803
2020 Q2	$273K	Buy	+11,059	New	+$231K	0.01%	749
2019 Q2	–	Sell	-16,960	Closed	-$458K	–	900
2019 Q1	$458K	Buy	16,960 +9,771	+136%	+$296K	0.03%	424
2018 Q4	$201K	Buy	7,189 +20	+0.3%	+$643	0.03%	566
2018 Q3	$253K	Buy	7,169 +568	+9%	+$20.5K	0.01%	447
2018 Q2	$238K	Buy	+6,601	New	+$213K	0.02%	431
2016 Q1	–	Sell	-34,822	Closed	-$837K	–	551
2015 Q4	$837K	Buy	+34,822	New	+$888K	0.1%	300

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

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 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

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Simplicity Solutions's AEL Position: Q4 2020 in Review

Simplicity Solutions sold out of American Equity Investment Life Holding Company (AEL) in Q4 2020, closing a stake of 9,882 shares — an estimated $217K sold.

Simplicity Solutions first reported a position in AEL in Q4 2015 and held it in 7 quarters. The position peaked at $837K in Q4 2015. 242 funds tracked by Wall St. Rank hold AEL as of Q4 2020.

Simplicity Solutions reported no remaining American Equity Investment Life Holding Company position as of Q4 2020 after selling out during the quarter.
Simplicity Solutions sold 9,882 American Equity Investment Life Holding Company shares in Q4 2020, an estimated $217K.
Simplicity Solutions first reported a position in American Equity Investment Life Holding Company in Q4 2015 and held it in 7 quarters.
Simplicity Solutions's American Equity Investment Life Holding Company position peaked at $837K in Q4 2015.
242 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q4 2020.

Based on Simplicity Solutions's 13F filing for Q4 2020, filed 9 Feb 2021.