Fuller & Thaler Asset Management
AEL

Fuller & Thaler Asset Management’s American Equity Investment Life Holding Company AEL Stock Holding History

Fuller & Thaler Asset 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
2018
Q3 		– Sell
-3,300
Closed -$119K – 755
2018
Q2 		$119K Hold
3,300
– – ﹤0.01% 476
2018
Q1 		$97K Buy
3,300
+1,100
+50% +$35.2K ﹤0.01% 520
2017
Q4 		$68K Hold
2,200
– – ﹤0.01% 572
2017
Q3 		$64K Buy
+2,200
New +$60.7K ﹤0.01% 545

Other funds holding AEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SCM
Snow Capital Management Sewickley, Pennsylvania $703M AUM 76.26% 1-Year Est. Return

Fuller & Thaler Asset Management's AEL Position: Q3 2018 in Review

Fuller & Thaler Asset Management sold out of American Equity Investment Life Holding Company (AEL) in Q3 2018, closing a stake of 3,300 shares — an estimated $119K sold.

Fuller & Thaler Asset Management first reported a position in AEL in Q3 2017 and held it in 4 quarters. The position peaked at $119K in Q2 2018. 266 funds tracked by Wall St. Rank hold AEL as of Q3 2018.

  • Fuller & Thaler Asset Management reported no remaining American Equity Investment Life Holding Company position as of Q3 2018 after selling out during the quarter.
  • Fuller & Thaler Asset Management sold 3,300 American Equity Investment Life Holding Company shares in Q3 2018, an estimated $119K.
  • Fuller & Thaler Asset Management first reported a position in American Equity Investment Life Holding Company in Q3 2017 and held it in 4 quarters.
  • Fuller & Thaler Asset Management's American Equity Investment Life Holding Company position peaked at $119K in Q2 2018.
  • 266 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q3 2018.

Based on Fuller & Thaler Asset Management's 13F filing for Q3 2018, filed 13 Nov 2018.