STA
AEL

Summit Trail Advisors’s American Equity Investment Life Holding Company AEL Stock Holding History

Summit Trail Advisors’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
2018
Q4 		– Sell
-3,245
Closed -$115K – 245
2018
Q3 		$115K Buy
+3,245
New +$117K 0.03% 259
2018
Q2 		– Sell
-13,667
Closed -$297K – 699
2018
Q1 		$297K Buy
13,667
+500
+4% +$16K 0.05% 284
2017
Q4 		$451K Buy
+13,167
New +$399K 0.06% 243

Other funds holding AEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Summit Trail Advisors's AEL Position: Q4 2018 in Review

Summit Trail Advisors sold out of American Equity Investment Life Holding Company (AEL) in Q4 2018, closing a stake of 3,245 shares — an estimated $115K sold.

Summit Trail Advisors first reported a position in AEL in Q4 2017 and held it in 3 quarters. The position peaked at $451K in Q4 2017. 273 funds tracked by Wall St. Rank hold AEL as of Q4 2018.

  • Summit Trail Advisors reported no remaining American Equity Investment Life Holding Company position as of Q4 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 3,245 American Equity Investment Life Holding Company shares in Q4 2018, an estimated $115K.
  • Summit Trail Advisors first reported a position in American Equity Investment Life Holding Company in Q4 2017 and held it in 3 quarters.
  • Summit Trail Advisors's American Equity Investment Life Holding Company position peaked at $451K in Q4 2017.
  • 273 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q4 2018.

Based on Summit Trail Advisors's 13F filing for Q4 2018, filed 13 Feb 2019.