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

Boston Partners’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
2014 Q4	–	Sell	-227,435	Closed	-$5.2M	–	758
2014 Q3	$5.2M	Sell	227,435 -1,310	-0.6%	-$30.9K	0.01%	510
2014 Q2	$5.63M	Sell	228,745 -31,900	-12%	-$738K	0.01%	498
2014 Q1	$6.16M	Sell	260,645 -449,410	-63%	-$10.4M	0.01%	485
2013 Q4	$18.7M	Sell	710,055 -88,140	-11%	-$2.01M	0.04%	292
2013 Q3	$16.9M	Sell	798,195 -18,330	-2%	-$350K	0.04%	279
2013 Q2	$12.8M	Buy	+816,525	New	+$12.7M	0.04%	309

Other funds holding AEL

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $1.15T AUM 47.82% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BIT

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

Boston Partners's AEL Position: Q4 2014 in Review

Boston Partners sold out of American Equity Investment Life Holding Company (AEL) in Q4 2014, closing a stake of 227,435 shares — an estimated $5.2M sold.

Boston Partners first reported a position in AEL in Q2 2013 and held it in 6 quarters. The position peaked at $18.7M in Q4 2013. 197 funds tracked by Wall St. Rank hold AEL as of Q4 2014.

Boston Partners reported no remaining American Equity Investment Life Holding Company position as of Q4 2014 after selling out during the quarter.
Boston Partners sold 227,435 American Equity Investment Life Holding Company shares in Q4 2014, an estimated $5.2M.
Boston Partners first reported a position in American Equity Investment Life Holding Company in Q2 2013 and held it in 6 quarters.
Boston Partners's American Equity Investment Life Holding Company position peaked at $18.7M in Q4 2013.
197 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q4 2014.

Based on Boston Partners's 13F filing for Q4 2014, filed 9 Feb 2015.