DADC
AEL

D.A. Davidson & Co’s American Equity Investment Life Holding Company AEL Stock Holding History

D.A. Davidson & Co’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
Q1 		– Sell
-314
Closed -$8K – 2220
2013
Q4 		$8K Sell
314
-101
-24% -$2.3K ﹤0.01% 1784
2013
Q3 		$8K Hold
415
– – ﹤0.01% 1513
2013
Q2 		$6K Buy
+415
New +$6.44K ﹤0.01% 1514

Other funds holding AEL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

D.A. Davidson & Co's AEL Position: Q1 2014 in Review

D.A. Davidson & Co sold out of American Equity Investment Life Holding Company (AEL) in Q1 2014, closing a stake of 314 shares — an estimated $8K sold.

D.A. Davidson & Co first reported a position in AEL in Q2 2013 and held it in 3 quarters. The position peaked at $8K in Q4 2013. 194 funds tracked by Wall St. Rank hold AEL as of Q1 2014.

  • D.A. Davidson & Co reported no remaining American Equity Investment Life Holding Company position as of Q1 2014 after selling out during the quarter.
  • D.A. Davidson & Co sold 314 American Equity Investment Life Holding Company shares in Q1 2014, an estimated $8K.
  • D.A. Davidson & Co first reported a position in American Equity Investment Life Holding Company in Q2 2013 and held it in 3 quarters.
  • D.A. Davidson & Co's American Equity Investment Life Holding Company position peaked at $8K in Q4 2013.
  • 194 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q1 2014.

Based on D.A. Davidson & Co's 13F filing for Q1 2014, filed 5 May 2014.