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

Boston 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
2016 Q3	–	Sell	-348,969	Closed	-$4.97M	–	699
2016 Q2	$4.97M	Sell	348,969 -710	-0.2%	-$10.7K	0.12%	204
2016 Q1	$5.88M	Sell	349,679 -11,820	-3%	-$192K	0.14%	168
2015 Q4	$8.69M	Sell	361,499 -3,890	-1%	-$99.2K	0.2%	146
2015 Q3	$8.52M	Buy	365,389 +341,390	+1,423%	+$8.8M	0.32%	96
2015 Q2	$647K	Buy	23,999 +100	+0.4%	+$2.74K	0.03%	397
2015 Q1	$696K	Buy	23,899 +13,020	+120%	+$365K	0.03%	366
2014 Q4	$318K	Hold	10,879	–	–	0.01%	455
2014 Q3	$249K	Hold	10,879	–	–	0.01%	521
2014 Q2	$268K	Hold	10,879	–	–	0.01%	510
2014 Q1	$257K	Sell	10,879 -1,688	-13%	-$38.9K	0.01%	505
2013 Q4	$332K	Sell	12,567 -3,010	-19%	-$68.6K	0.02%	433
2013 Q3	$331K	Hold	15,577	–	–	0.02%	389
2013 Q2	$245K	Buy	+15,577	New	+$242K	0.01%	462

Other funds holding AEL

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

BFA

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

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

AMH

Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 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

Boston Advisors's AEL Position: Q3 2016 in Review

Boston Advisors sold out of American Equity Investment Life Holding Company (AEL) in Q3 2016, closing a stake of 348,969 shares — an estimated $4.97M sold.

Boston Advisors first reported a position in AEL in Q2 2013 and held it in 13 quarters. The position peaked at $8.69M in Q4 2015. 199 funds tracked by Wall St. Rank hold AEL as of Q3 2016.

Boston Advisors reported no remaining American Equity Investment Life Holding Company position as of Q3 2016 after selling out during the quarter.
Boston Advisors sold 348,969 American Equity Investment Life Holding Company shares in Q3 2016, an estimated $4.97M.
Boston Advisors first reported a position in American Equity Investment Life Holding Company in Q2 2013 and held it in 13 quarters.
Boston Advisors's American Equity Investment Life Holding Company position peaked at $8.69M in Q4 2015.
199 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q3 2016.

Based on Boston Advisors's 13F filing for Q3 2016, filed 25 Oct 2016.