Wakefield Asset Management’s American Equity Investment Life Holding Company AEL Stock Holding History

Wakefield Asset 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 Q3	–	Sell	-19,337	Closed	-$478K	–	176
2020 Q2	$478K	Buy	19,337 +237	+1%	+$4.94K	0.23%	121
2020 Q1	$359K	Buy	19,100 +2,424	+15%	+$61.8K	0.19%	117
2019 Q4	$499K	Sell	16,676 -390	-2%	-$10.6K	0.21%	130
2019 Q3	$413K	Buy	17,066 +374	+2%	+$9.04K	0.18%	130
2019 Q2	$453K	Sell	16,692 -1,365	-8%	-$39K	0.18%	128
2019 Q1	$488K	Buy	18,057 +5,158	+40%	+$156K	0.18%	131
2018 Q4	$360K	Buy	12,899 +5,768	+81%	+$185K	0.16%	120
2018 Q3	$252K	Buy	+7,131	New	+$258K	0.1%	118

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

Citigroup New York $235B AUM 32.99% 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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Wakefield Asset Management's AEL Position: Q3 2020 in Review

Wakefield Asset Management sold out of American Equity Investment Life Holding Company (AEL) in Q3 2020, closing a stake of 19,337 shares — an estimated $478K sold.

Wakefield Asset Management first reported a position in AEL in Q3 2018 and held it in 8 quarters. The position peaked at $499K in Q4 2019. 209 funds tracked by Wall St. Rank hold AEL as of Q3 2020.

Wakefield Asset Management reported no remaining American Equity Investment Life Holding Company position as of Q3 2020 after selling out during the quarter.
Wakefield Asset Management sold 19,337 American Equity Investment Life Holding Company shares in Q3 2020, an estimated $478K.
Wakefield Asset Management first reported a position in American Equity Investment Life Holding Company in Q3 2018 and held it in 8 quarters.
Wakefield Asset Management's American Equity Investment Life Holding Company position peaked at $499K in Q4 2019.
209 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q3 2020.

Based on Wakefield Asset Management's 13F filing for Q3 2020, filed 23 Oct 2020.