CIM
AEL

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

Calvert Investment 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
2016
Q2 		– Sell
-169,050
Closed -$2.84M – 814
2016
Q1 		$2.84M Buy
169,050
+72,819
+76% +$1.18M 0.13% 169
2015
Q4 		$2.31M Buy
+96,231
New +$2.46M 0.11% 185

Other funds holding AEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Calvert Investment Management's AEL Position: Q2 2016 in Review

Calvert Investment Management sold out of American Equity Investment Life Holding Company (AEL) in Q2 2016, closing a stake of 169,050 shares — an estimated $2.84M sold.

Calvert Investment Management first reported a position in AEL in Q4 2015 and held it in 2 quarters. The position peaked at $2.84M in Q1 2016. 201 funds tracked by Wall St. Rank hold AEL as of Q2 2016.

  • Calvert Investment Management reported no remaining American Equity Investment Life Holding Company position as of Q2 2016 after selling out during the quarter.
  • Calvert Investment Management sold 169,050 American Equity Investment Life Holding Company shares in Q2 2016, an estimated $2.84M.
  • Calvert Investment Management first reported a position in American Equity Investment Life Holding Company in Q4 2015 and held it in 2 quarters.
  • Calvert Investment Management's American Equity Investment Life Holding Company position peaked at $2.84M in Q1 2016.
  • 201 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2016.

Based on Calvert Investment Management's 13F filing for Q2 2016, filed 4 Aug 2016.