Stifel Financial’s American Equity Investment Life Holding Company AEL Stock Holding History

Stifel Financial’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 Q1	–	Sell	-67,197	Closed	-$2.01M	–	3130
2019 Q4	$2.01M	Sell	67,197 -22,120	-25%	-$600K	﹤0.01%	1337
2019 Q3	$2.16M	Buy	89,317 +489	+0.6%	+$11.8K	0.01%	1261
2019 Q2	$2.41M	Buy	+88,828	New	+$2.54M	0.01%	1218
2019 Q1	–	Sell	-8,247	Closed	-$229K	–	2872
2018 Q4	$229K	Sell	8,247 -438	-5%	-$14.1K	﹤0.01%	2391
2018 Q3	$307K	Sell	8,685 -56	-0.6%	-$2.02K	﹤0.01%	2347
2018 Q2	$315K	Buy	8,741 +416	+5%	+$13.4K	﹤0.01%	2266
2018 Q1	$244K	Buy	8,325 +111	+1%	+$3.55K	﹤0.01%	2362
2017 Q4	$252K	Hold	8,214	–	–	﹤0.01%	2304
2017 Q3	$239K	Hold	8,214	–	–	﹤0.01%	2279
2017 Q2	$216K	Buy	+8,214	New	+$200K	﹤0.01%	2305
2016 Q2	–	Sell	-10,427	Closed	-$175K	–	2576
2016 Q1	$175K	Sell	10,427 -2,463	-19%	-$39.9K	﹤0.01%	2033
2015 Q4	$310K	Buy	+12,890	New	+$329K	﹤0.01%	1893
2015 Q3	–	Sell	-10,240	Closed	-$274K	–	2393
2015 Q2	$274K	Buy	+10,240	New	+$280K	﹤0.01%	2006
2014 Q4	–	Sell	-40,000	Closed	-$915K	–	2471
2014 Q3	$915K	Buy	+40,000	New	+$943K	0.01%	1182

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Stifel Financial's AEL Position: Q1 2020 in Review

Stifel Financial sold out of American Equity Investment Life Holding Company (AEL) in Q1 2020, closing a stake of 67,197 shares — an estimated $2.01M sold.

Stifel Financial first reported a position in AEL in Q3 2014 and held it in 14 quarters. The position peaked at $2.41M in Q2 2019. 224 funds tracked by Wall St. Rank hold AEL as of Q1 2020.

Stifel Financial reported no remaining American Equity Investment Life Holding Company position as of Q1 2020 after selling out during the quarter.
Stifel Financial sold 67,197 American Equity Investment Life Holding Company shares in Q1 2020, an estimated $2.01M.
Stifel Financial first reported a position in American Equity Investment Life Holding Company in Q3 2014 and held it in 14 quarters.
Stifel Financial's American Equity Investment Life Holding Company position peaked at $2.41M in Q2 2019.
224 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q1 2020.

Based on Stifel Financial's 13F filing for Q1 2020, filed 14 May 2020.