FM
AEL

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

Forward 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
2014
Q3 		– Sell
-1
Closed – – 416
2014
Q2 		$0 Sell
1
-30,555
-100% -$707K ﹤0.01% 384
2014
Q1 		$722K Sell
30,556
-815
-3% -$18.8K 0.04% 181
2013
Q4 		$827K Buy
31,371
+3,461
+12% +$78.9K 0.05% 163
2013
Q3 		$592K Sell
27,910
-69
-0.2% -$1.32K 0.04% 196
2013
Q2 		$440K Buy
+27,979
New +$434K 0.04% 228

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
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 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
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Forward Management's AEL Position: Q3 2014 in Review

Forward Management sold out of American Equity Investment Life Holding Company (AEL) in Q3 2014, closing a stake of 1 share.

Forward Management first reported a position in AEL in Q2 2013 and held it in 5 quarters. The position peaked at $827K in Q4 2013. 181 funds tracked by Wall St. Rank hold AEL as of Q3 2014.

  • Forward Management reported no remaining American Equity Investment Life Holding Company position as of Q3 2014 after selling out during the quarter.
  • Forward Management sold 1 American Equity Investment Life Holding Company share in Q3 2014.
  • Forward Management first reported a position in American Equity Investment Life Holding Company in Q2 2013 and held it in 5 quarters.
  • Forward Management's American Equity Investment Life Holding Company position peaked at $827K in Q4 2013.
  • 181 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q3 2014.

Based on Forward Management's 13F filing for Q3 2014, filed 12 Nov 2014.