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

Capstone Asset 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
2017 Q2	$658K	Sell	25,033 -1,110	-4%	-$27K	0.02%	753
2017 Q1	$618K	Sell	26,143 -2,400	-8%	-$59.6K	0.02%	803
2016 Q4	$643K	Sell	28,543 -1,660	-5%	-$33.2K	0.02%	781
2016 Q3	$535K	Buy	30,203 +1,620	+6%	+$26.8K	0.02%	917
2016 Q2	$407K	Buy	28,583 +410	+1%	+$6.19K	0.01%	1087
2016 Q1	$473K	Sell	28,173 -1,640	-6%	-$26.6K	0.01%	950
2015 Q4	$716K	Buy	29,813 +4,900	+20%	+$125K	0.02%	712
2015 Q3	$581K	Buy	24,913 +1,570	+7%	+$40.5K	0.02%	818
2015 Q2	$630K	Sell	23,343 -10,530	-31%	-$288K	0.02%	805
2015 Q1	$987K	Buy	33,873 +1,820	+6%	+$51.1K	0.03%	676
2014 Q4	$936K	Buy	+32,053	New	+$834K	0.03%	675

Other funds holding AEL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

AMH

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

SCM

Snow Capital Management Sewickley, Pennsylvania $703M AUM 76.26% 1-Year Est. Return

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

Capstone Asset Management's AEL Position: Q2 2017 in Review

Capstone Asset Management reduced its American Equity Investment Life Holding Company (AEL) stake by 4.2% in Q2 2017, selling an estimated $27K and leaving 25,033 shares worth $658K. The position accounts for 0.02% of the portfolio, ranked #753.

Capstone Asset Management first reported a position in AEL in Q4 2014 and has held it in 11 quarters since. The position peaked at $987K in Q1 2015. 227 funds tracked by Wall St. Rank hold AEL as of Q2 2017.

Capstone Asset Management held 25,033 shares of American Equity Investment Life Holding Company worth $658K as of Q2 2017.
Capstone Asset Management sold 1,110 American Equity Investment Life Holding Company shares in Q2 2017, an estimated $27K.
American Equity Investment Life Holding Company made up 0.02% of Capstone Asset Management's portfolio in Q2 2017, its #753 holding.
Capstone Asset Management first reported a position in American Equity Investment Life Holding Company in Q4 2014 and has held it in 11 quarters since.
Capstone Asset Management's American Equity Investment Life Holding Company position peaked at $987K in Q1 2015.
227 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2017.

Based on Capstone Asset Management's 13F filing for Q2 2017, filed 10 Jul 2017.