HHGA
AEL

Halbert Hargrove Global Advisors’s American Equity Investment Life Holding Company AEL Stock Holding History

Halbert Hargrove Global Advisors’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
Q4 		– Sell
-2,431
Closed -$103M – 150
2014
Q3 		$103M Buy
+2,431
New +$57.3K 28.53% 2

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Halbert Hargrove Global Advisors's AEL Position: Q4 2014 in Review

Halbert Hargrove Global Advisors sold out of American Equity Investment Life Holding Company (AEL) in Q4 2014, closing a stake of 2,431 shares — an estimated $103M sold.

Halbert Hargrove Global Advisors first reported a position in AEL in Q3 2014 and held it in 1 quarter. The position peaked at $103M in Q3 2014. 197 funds tracked by Wall St. Rank hold AEL as of Q4 2014.

  • Halbert Hargrove Global Advisors reported no remaining American Equity Investment Life Holding Company position as of Q4 2014 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 2,431 American Equity Investment Life Holding Company shares in Q4 2014, an estimated $103M.
  • Halbert Hargrove Global Advisors first reported a position in American Equity Investment Life Holding Company in Q3 2014 and held it in 1 quarter.
  • Halbert Hargrove Global Advisors's American Equity Investment Life Holding Company position peaked at $103M in Q3 2014.
  • 197 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q4 2014.

Based on Halbert Hargrove Global Advisors's 13F filing for Q4 2014, filed 18 Feb 2015.