Jones Financial Companies
AEL

Jones Financial Companies’s American Equity Investment Life Holding Company AEL Stock Holding History

Jones Financial Companies’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
2013
Q4 		– Sell
-827
Closed -$18K – 563
2013
Q3 		$18K Hold
827
– – ﹤0.01% 432
2013
Q2 		$13K Buy
+827
New +$12.8K ﹤0.01% 554

Other funds holding AEL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Jones Financial Companies's AEL Position: Q4 2013 in Review

Jones Financial Companies sold out of American Equity Investment Life Holding Company (AEL) in Q4 2013, closing a stake of 827 shares — an estimated $18K sold.

Jones Financial Companies first reported a position in AEL in Q2 2013 and held it in 2 quarters. The position peaked at $18K in Q3 2013. 201 funds tracked by Wall St. Rank hold AEL as of Q4 2013.

  • Jones Financial Companies reported no remaining American Equity Investment Life Holding Company position as of Q4 2013 after selling out during the quarter.
  • Jones Financial Companies sold 827 American Equity Investment Life Holding Company shares in Q4 2013, an estimated $18K.
  • Jones Financial Companies first reported a position in American Equity Investment Life Holding Company in Q2 2013 and held it in 2 quarters.
  • Jones Financial Companies's American Equity Investment Life Holding Company position peaked at $18K in Q3 2013.
  • 201 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q4 2013.

Based on Jones Financial Companies's 13F filing for Q4 2013, filed 14 Feb 2014.