FG
AEL

Formula Growth’s American Equity Investment Life Holding Company AEL Stock Holding History

Formula Growth’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
Q2 		– Sell
-380,000
Closed -$6.38M – 165
2016
Q1 		$6.38M Buy
+380,000
New +$6.16M 1.52% 12

Other funds holding AEL

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
AMH
Apollo Management Holdings New York $8.94B AUM 120.19% 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

Formula Growth's AEL Position: Q2 2016 in Review

Formula Growth sold out of American Equity Investment Life Holding Company (AEL) in Q2 2016, closing a stake of 380,000 shares — an estimated $6.38M sold.

Formula Growth first reported a position in AEL in Q1 2016 and held it in 1 quarter. The position peaked at $6.38M in Q1 2016. 201 funds tracked by Wall St. Rank hold AEL as of Q2 2016.

  • Formula Growth reported no remaining American Equity Investment Life Holding Company position as of Q2 2016 after selling out during the quarter.
  • Formula Growth sold 380,000 American Equity Investment Life Holding Company shares in Q2 2016, an estimated $6.38M.
  • Formula Growth first reported a position in American Equity Investment Life Holding Company in Q1 2016 and held it in 1 quarter.
  • Formula Growth's American Equity Investment Life Holding Company position peaked at $6.38M in Q1 2016.
  • 201 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2016.

Based on Formula Growth's 13F filing for Q2 2016, filed 15 Aug 2016.