Gerstein Fisher’s American Equity Investment Life Holding Company AEL Stock Holding History

Gerstein Fisher’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 Q3	–	Sell	-38,366	Closed	-$547K	–	445
2016 Q2	$547K	Hold	38,366	–	–	0.07%	229
2016 Q1	$645K	Buy	38,366 +417	+1%	+$6.76K	0.09%	191
2015 Q4	$912K	Sell	37,949 -390	-1%	-$9.95K	0.13%	152
2015 Q3	$894K	Hold	38,339	–	–	0.13%	143
2015 Q2	$1.03M	Hold	38,339	–	–	0.17%	136
2015 Q1	$1.12M	Hold	38,339	–	–	0.18%	123
2014 Q4	$1.11M	Hold	38,339	–	–	0.18%	117
2014 Q3	$877K	Hold	38,339	–	–	0.15%	133
2014 Q2	$943K	Hold	38,339	–	–	0.18%	110
2014 Q1	$906K	Sell	38,339 -38,647	-50%	-$891K	0.18%	105
2013 Q4	$11M	Buy	76,986 +38,493	+100%	+$877K	0.41%	70
2013 Q3	$817K	Buy	+38,493	New	+$735K	0.18%	110

Other funds holding AEL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

AMH

Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gerstein Fisher's AEL Position: Q3 2016 in Review

Gerstein Fisher sold out of American Equity Investment Life Holding Company (AEL) in Q3 2016, closing a stake of 38,366 shares — an estimated $547K sold.

Gerstein Fisher first reported a position in AEL in Q3 2013 and held it in 12 quarters. The position peaked at $11M in Q4 2013. 199 funds tracked by Wall St. Rank hold AEL as of Q3 2016.

Gerstein Fisher reported no remaining American Equity Investment Life Holding Company position as of Q3 2016 after selling out during the quarter.
Gerstein Fisher sold 38,366 American Equity Investment Life Holding Company shares in Q3 2016, an estimated $547K.
Gerstein Fisher first reported a position in American Equity Investment Life Holding Company in Q3 2013 and held it in 12 quarters.
Gerstein Fisher's American Equity Investment Life Holding Company position peaked at $11M in Q4 2013.
199 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q3 2016.

Based on Gerstein Fisher's 13F filing for Q3 2016, filed 15 Nov 2016.