B. Riley Wealth Advisors’s American Equity Investment Life Holding Company AEL Stock Holding History

B. Riley Wealth 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
2015 Q1	–	Sell	-349	Closed	-$10	–	2087
2014 Q4	$10	Buy	+349	New	+$9.08K	﹤0.01%	2890
2014 Q3	–	Sell	-349	Closed	-$8.59K	–	1976
2014 Q2	$8.59K	Sell	349 -4,090	-92%	-$94.6K	﹤0.01%	1852
2014 Q1	$105K	Sell	4,439 -1,640	-27%	-$37.8K	0.03%	600
2013 Q4	$160K	Buy	6,079 +1,995	+49%	+$45.5K	0.05%	414
2013 Q3	$87K	Hold	4,084	–	–	0.03%	578
2013 Q2	$64K	Buy	+4,084	New	+$63.4K	0.02%	637

Other funds holding AEL

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

B. Riley Wealth Advisors's AEL Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of American Equity Investment Life Holding Company (AEL) in Q1 2015, closing a stake of 349 shares — an estimated $10 sold.

B. Riley Wealth Advisors first reported a position in AEL in Q2 2013 and held it in 6 quarters. The position peaked at $160K in Q4 2013. 193 funds tracked by Wall St. Rank hold AEL as of Q1 2015.

B. Riley Wealth Advisors reported no remaining American Equity Investment Life Holding Company position as of Q1 2015 after selling out during the quarter.
B. Riley Wealth Advisors sold 349 American Equity Investment Life Holding Company shares in Q1 2015, an estimated $10.
B. Riley Wealth Advisors first reported a position in American Equity Investment Life Holding Company in Q2 2013 and held it in 6 quarters.
B. Riley Wealth Advisors's American Equity Investment Life Holding Company position peaked at $160K in Q4 2013.
193 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.