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

LPL Financial’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
2015 Q4	–	Sell	-10,009	Closed	-$238K	–	3260
2015 Q3	$238K	Buy	10,009 +486	+5%	+$12.5K	﹤0.01%	2390
2015 Q2	$253K	Sell	9,523 -746	-7%	-$20.4K	﹤0.01%	2443
2015 Q1	$298K	Buy	10,269 +730	+8%	+$20.5K	﹤0.01%	2258
2014 Q4	$278K	Buy	+9,539	New	+$248K	﹤0.01%	2231

Other funds holding AEL

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

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 New York $871B AUM 31.28% 1-Year Est. Return

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

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

KAM

Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return

LPL Financial's AEL Position: Q4 2015 in Review

LPL Financial sold out of American Equity Investment Life Holding Company (AEL) in Q4 2015, closing a stake of 10,009 shares — an estimated $238K sold.

LPL Financial first reported a position in AEL in Q4 2014 and held it in 4 quarters. The position peaked at $298K in Q1 2015. 224 funds tracked by Wall St. Rank hold AEL as of Q4 2015.

LPL Financial reported no remaining American Equity Investment Life Holding Company position as of Q4 2015 after selling out during the quarter.
LPL Financial sold 10,009 American Equity Investment Life Holding Company shares in Q4 2015, an estimated $238K.
LPL Financial first reported a position in American Equity Investment Life Holding Company in Q4 2014 and held it in 4 quarters.
LPL Financial's American Equity Investment Life Holding Company position peaked at $298K in Q1 2015.
224 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q4 2015.

Based on LPL Financial's 13F filing for Q4 2015, filed 12 Feb 2016.