EBIM
AEL

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

Eagle Boston 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
2019
Q2 		$536K Sell
19,768
-31,970
-62% -$915K 0.61% 76
2019
Q1 		$1.4M Sell
51,738
-34,819
-40% -$1.06M 0.61% 68
2018
Q4 		$2.42M Sell
86,557
-166,577
-66% -$5.35M 0.84% 50
2018
Q3 		$8.95M Sell
253,134
-77,643
-23% -$2.8M 0.8% 67
2018
Q2 		$11.9M Buy
330,777
+13,965
+4% +$451K 1.1% 36
2018
Q1 		$9.3M Buy
316,812
+14,805
+5% +$474K 0.92% 49
2017
Q4 		$9.28M Buy
302,007
+18,586
+7% +$564K 0.93% 49
2017
Q3 		$8.22M Sell
283,421
-102,834
-27% -$2.84M 0.85% 57
2017
Q2 		$10.2M Buy
386,255
+3,152
+0.8% +$76.8K 1.1% 34
2017
Q1 		$9.05M Buy
383,103
+19,952
+5% +$495K 1.01% 36
2016
Q4 		$8.19M Sell
363,151
-118
-0% -$2.36K 0.97% 41
2016
Q3 		$6.44M Buy
363,269
+2,871
+0.8% +$47.4K 0.83% 56
2016
Q2 		$5.13M Buy
360,398
+9,447
+3% +$143K 0.7% 69
2016
Q1 		$5.89M Buy
350,951
+9,913
+3% +$161K 0.82% 57
2015
Q4 		$8.2M Buy
341,038
+13,552
+4% +$346K 1.15% 30
2015
Q3 		$7.63M Buy
327,486
+34,788
+12% +$896K 1.02% 35
2015
Q2 		$7.9M Sell
292,698
-126,707
-30% -$3.47M 0.99% 39
2015
Q1 		$12.2M Sell
419,405
-156,992
-27% -$4.4M 1.03% 37
2014
Q4 		$16.8M Sell
576,397
-538,564
-48% -$14M 1.11% 27
2014
Q3 		$25.5M Sell
1,114,961
-23,266
-2% -$548K 1.41% 17
2014
Q2 		$28M Sell
1,138,227
-45,649
-4% -$1.06M 1.4% 17
2014
Q1 		$28M Sell
1,183,876
-213,183
-15% -$4.91M 1.38% 17
2013
Q4 		$36.9M Buy
1,397,059
+246,742
+21% +$5.62M 1.78% 9
2013
Q3 		$24.3M Sell
1,150,317
-582,286
-34% -$11.1M 1.47% 20
2013
Q2 		$27.2M Buy
+1,732,603
New +$26.9M 1.81% 7

Other funds holding AEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Eagle Boston Investment Management's AEL Position: Q2 2019 in Review

Eagle Boston Investment Management reduced its American Equity Investment Life Holding Company (AEL) stake by 62% in Q2 2019, selling an estimated $915K and leaving 19,768 shares worth $536K. The position accounts for 0.61% of the portfolio, ranked #76.

Eagle Boston Investment Management first reported a position in AEL in Q2 2013 and has held it in 25 quarters since. The position peaked at $36.9M in Q4 2013. 250 funds tracked by Wall St. Rank hold AEL as of Q2 2019.

  • Eagle Boston Investment Management held 19,768 shares of American Equity Investment Life Holding Company worth $536K as of Q2 2019.
  • Eagle Boston Investment Management sold 31,970 American Equity Investment Life Holding Company shares in Q2 2019, an estimated $915K.
  • American Equity Investment Life Holding Company made up 0.61% of Eagle Boston Investment Management's portfolio in Q2 2019, its #76 holding.
  • Eagle Boston Investment Management first reported a position in American Equity Investment Life Holding Company in Q2 2013 and has held it in 25 quarters since.
  • Eagle Boston Investment Management's American Equity Investment Life Holding Company position peaked at $36.9M in Q4 2013.
  • 250 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2019.

Based on Eagle Boston Investment Management's 13F filing for Q2 2019, filed 5 Aug 2019.