Capstone Investment Advisors
AEL

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

Capstone Investment 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
2017
Q2 		– Sell
-8,800
Closed -$207K – 994
2017
Q1 		$207K Buy
+8,800
New +$219K 0.01% 777

Other funds holding AEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
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
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Capstone Investment Advisors's AEL Position: Q2 2017 in Review

Capstone Investment Advisors sold out of American Equity Investment Life Holding Company (AEL) in Q2 2017, closing a stake of 8,800 shares — an estimated $207K sold.

Capstone Investment Advisors first reported a position in AEL in Q1 2017 and held it in 1 quarter. The position peaked at $207K in Q1 2017. 227 funds tracked by Wall St. Rank hold AEL as of Q2 2017.

  • Capstone Investment Advisors reported no remaining American Equity Investment Life Holding Company position as of Q2 2017 after selling out during the quarter.
  • Capstone Investment Advisors sold 8,800 American Equity Investment Life Holding Company shares in Q2 2017, an estimated $207K.
  • Capstone Investment Advisors first reported a position in American Equity Investment Life Holding Company in Q1 2017 and held it in 1 quarter.
  • Capstone Investment Advisors's American Equity Investment Life Holding Company position peaked at $207K in Q1 2017.
  • 227 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2017.

Based on Capstone Investment Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.