DGHMC
AEL

Dalton, Greiner, Hartman, Maher & Co’s American Equity Investment Life Holding Company AEL Stock Holding History

Dalton, Greiner, Hartman, Maher & 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
2016
Q1 		– Sell
-497,638
Closed -$12M – 184
2015
Q4 		$12M Buy
497,638
+15,143
+3% +$386K 0.69% 75
2015
Q3 		$11.2M Buy
482,495
+27,357
+6% +$705K 0.63% 81
2015
Q2 		$12.3M Buy
455,138
+181,266
+66% +$4.96M 0.64% 80
2015
Q1 		$7.98M Sell
273,872
-3,259
-1% -$91.4K 0.45% 90
2014
Q4 		$8.09M Sell
277,131
-150,952
-35% -$3.93M 0.45% 89
2014
Q3 		$9.79M Sell
428,083
-15,718
-4% -$370K 0.56% 77
2014
Q2 		$10.9M Sell
443,801
-157,259
-26% -$3.64M 0.57% 76
2014
Q1 		$14.2M Sell
601,060
-155,709
-21% -$3.59M 0.82% 47
2013
Q4 		$20M Sell
756,769
-34,390
-4% -$784K 1.16% 37
2013
Q3 		$16.8M Buy
791,159
+83,852
+12% +$1.6M 1.15% 33
2013
Q2 		$11.1M Buy
+707,307
New +$11M 0.85% 44

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Dalton, Greiner, Hartman, Maher & Co's AEL Position: Q1 2016 in Review

Dalton, Greiner, Hartman, Maher & Co sold out of American Equity Investment Life Holding Company (AEL) in Q1 2016, closing a stake of 497,638 shares — an estimated $12M sold.

Dalton, Greiner, Hartman, Maher & Co first reported a position in AEL in Q2 2013 and held it in 11 quarters. The position peaked at $20M in Q4 2013. 214 funds tracked by Wall St. Rank hold AEL as of Q1 2016.

  • Dalton, Greiner, Hartman, Maher & Co reported no remaining American Equity Investment Life Holding Company position as of Q1 2016 after selling out during the quarter.
  • Dalton, Greiner, Hartman, Maher & Co sold 497,638 American Equity Investment Life Holding Company shares in Q1 2016, an estimated $12M.
  • Dalton, Greiner, Hartman, Maher & Co first reported a position in American Equity Investment Life Holding Company in Q2 2013 and held it in 11 quarters.
  • Dalton, Greiner, Hartman, Maher & Co's American Equity Investment Life Holding Company position peaked at $20M in Q4 2013.
  • 214 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q1 2016.

Based on Dalton, Greiner, Hartman, Maher & Co's 13F filing for Q1 2016, filed 14 Apr 2016.