IMS
AEL

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

Index Management Solutions’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
-6,889
Closed -$169K – 1144
2014
Q2 		$169K Buy
6,889
+4,769
+225% +$110K 0.02% 690
2014
Q1 		$50K Buy
+2,120
New +$48.9K 0.01% 818

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 $2.31B AUM 21.64% 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

Index Management Solutions's AEL Position: Q3 2014 in Review

Index Management Solutions sold out of American Equity Investment Life Holding Company (AEL) in Q3 2014, closing a stake of 6,889 shares — an estimated $169K sold.

Index Management Solutions first reported a position in AEL in Q1 2014 and held it in 2 quarters. The position peaked at $169K in Q2 2014. 181 funds tracked by Wall St. Rank hold AEL as of Q3 2014.

  • Index Management Solutions reported no remaining American Equity Investment Life Holding Company position as of Q3 2014 after selling out during the quarter.
  • Index Management Solutions sold 6,889 American Equity Investment Life Holding Company shares in Q3 2014, an estimated $169K.
  • Index Management Solutions first reported a position in American Equity Investment Life Holding Company in Q1 2014 and held it in 2 quarters.
  • Index Management Solutions's American Equity Investment Life Holding Company position peaked at $169K in Q2 2014.
  • 181 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q3 2014.

Based on Index Management Solutions's 13F filing for Q3 2014, filed 13 Nov 2014.