Wellington Management Group
AEL

Wellington Management Group’s American Equity Investment Life Holding Company AEL Stock Holding History

Wellington Management Group’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
2019
Q4 		– Sell
-38,100
Closed -$922K – 2147
2019
Q3 		$922K Sell
38,100
-57,700
-60% -$1.39M ﹤0.01% 1743
2019
Q2 		$2.6M Buy
95,800
+6,153
+7% +$176K ﹤0.01% 1550
2019
Q1 		$2.42M Sell
89,647
-114
-0.1% -$3.46K ﹤0.01% 1567
2018
Q4 		$2.51M Sell
89,761
-17,937
-17% -$576K ﹤0.01% 1574
2018
Q3 		$3.81M Buy
107,698
+6,890
+7% +$249K ﹤0.01% 1547
2018
Q2 		$3.63M Sell
100,808
-109,336
-52% -$3.53M ﹤0.01% 1580
2018
Q1 		$6.17M Buy
210,144
+10,174
+5% +$326K ﹤0.01% 1415
2017
Q4 		$6.15M Buy
199,970
+65,424
+49% +$1.98M ﹤0.01% 1416
2017
Q3 		$3.91M Buy
134,546
+56,467
+72% +$1.56M ﹤0.01% 1544
2017
Q2 		$2.05M Buy
78,079
+51,499
+194% +$1.25M ﹤0.01% 1701
2017
Q1 		$628K Buy
26,580
+9,647
+57% +$240K ﹤0.01% 2035
2016
Q4 		$382K Buy
+16,933
New +$338K ﹤0.01% 2053
2016
Q2 		– Sell
-32,481
Closed -$546K – 2204
2016
Q1 		$546K Buy
32,481
+18,658
+135% +$302K ﹤0.01% 1936
2015
Q4 		$332K Buy
+13,823
New +$353K ﹤0.01% 2034
2014
Q2 		– Sell
-19,900
Closed -$470K – 2248
2014
Q1 		$470K Sell
19,900
-18,200
-48% -$420K ﹤0.01% 1996
2013
Q4 		$1M Buy
+38,100
New +$868K ﹤0.01% 1836

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Wellington Management Group's AEL Position: Q4 2019 in Review

Wellington Management Group sold out of American Equity Investment Life Holding Company (AEL) in Q4 2019, closing a stake of 38,100 shares — an estimated $922K sold.

Wellington Management Group first reported a position in AEL in Q4 2013 and held it in 16 quarters. The position peaked at $6.17M in Q1 2018. 246 funds tracked by Wall St. Rank hold AEL as of Q4 2019.

  • Wellington Management Group reported no remaining American Equity Investment Life Holding Company position as of Q4 2019 after selling out during the quarter.
  • Wellington Management Group sold 38,100 American Equity Investment Life Holding Company shares in Q4 2019, an estimated $922K.
  • Wellington Management Group first reported a position in American Equity Investment Life Holding Company in Q4 2013 and held it in 16 quarters.
  • Wellington Management Group's American Equity Investment Life Holding Company position peaked at $6.17M in Q1 2018.
  • 246 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q4 2019.

Based on Wellington Management Group's 13F filing for Q4 2019, filed 11 Feb 2020.