HR
AEL

Howe & Rusling’s American Equity Investment Life Holding Company AEL Stock Holding History

Howe & Rusling’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
2017
Q2 		– Sell
-250
Closed -$6K – 1042
2017
Q1 		$6K Buy
+250
New +$6.21K ﹤0.01% 636
2014
Q2 		– Sell
-693
Closed -$16K – 939
2014
Q1 		$16K Buy
+693
New +$16K ﹤0.01% 491

Other funds holding AEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
SCM
Snow Capital Management Sewickley, Pennsylvania $703M AUM 76.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Howe & Rusling's AEL Position: Q2 2017 in Review

Howe & Rusling sold out of American Equity Investment Life Holding Company (AEL) in Q2 2017, closing a stake of 250 shares — an estimated $6K sold.

Howe & Rusling first reported a position in AEL in Q1 2014 and held it in 2 quarters. The position peaked at $16K in Q1 2014. 227 funds tracked by Wall St. Rank hold AEL as of Q2 2017.

  • Howe & Rusling reported no remaining American Equity Investment Life Holding Company position as of Q2 2017 after selling out during the quarter.
  • Howe & Rusling sold 250 American Equity Investment Life Holding Company shares in Q2 2017, an estimated $6K.
  • Howe & Rusling first reported a position in American Equity Investment Life Holding Company in Q1 2014 and held it in 2 quarters.
  • Howe & Rusling's American Equity Investment Life Holding Company position peaked at $16K in Q1 2014.
  • 227 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2017.

Based on Howe & Rusling's 13F filing for Q2 2017, filed 13 Jul 2017.