LA
AEL

Lucus Advisors’s American Equity Investment Life Holding Company AEL Stock Holding History

Lucus 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
2017
Q4 		– Sell
-11,874
Closed -$345K – 264
2017
Q3 		$345K Sell
11,874
-1,704
-13% -$47K 0.49% 160
2017
Q2 		$357K Sell
13,578
-3,757
-22% -$91.5K 0.48% 121
2017
Q1 		$410K Buy
+17,335
New +$430K 0.38% 112
2016
Q4 		– Sell
-22,437
Closed -$398K – 193
2016
Q3 		$398K Sell
22,437
-2,353
-9% -$38.9K 0.34% 75
2016
Q2 		$353K Sell
24,790
-6,688
-21% -$101K 0.29% 61
2016
Q1 		$529K Buy
31,478
+15,435
+96% +$250K 0.31% 47
2015
Q4 		$386K Sell
16,043
-2,583
-14% -$65.9K 0.23% 186
2015
Q3 		$434K Sell
18,626
-1,135
-6% -$29.2K 0.24% 188
2015
Q2 		$533K Buy
19,761
+1,231
+7% +$33.7K 0.26% 29
2015
Q1 		$540K Buy
18,530
+1,394
+8% +$39.1K 0.28% 71
2014
Q4 		$500K Buy
+17,136
New +$446K 0.22% 44

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
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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lucus Advisors's AEL Position: Q4 2017 in Review

Lucus Advisors sold out of American Equity Investment Life Holding Company (AEL) in Q4 2017, closing a stake of 11,874 shares — an estimated $345K sold.

Lucus Advisors first reported a position in AEL in Q4 2014 and held it in 11 quarters. The position peaked at $540K in Q1 2015. 265 funds tracked by Wall St. Rank hold AEL as of Q4 2017.

  • Lucus Advisors reported no remaining American Equity Investment Life Holding Company position as of Q4 2017 after selling out during the quarter.
  • Lucus Advisors sold 11,874 American Equity Investment Life Holding Company shares in Q4 2017, an estimated $345K.
  • Lucus Advisors first reported a position in American Equity Investment Life Holding Company in Q4 2014 and held it in 11 quarters.
  • Lucus Advisors's American Equity Investment Life Holding Company position peaked at $540K in Q1 2015.
  • 265 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q4 2017.

Based on Lucus Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.