Monarch Partners Asset Management’s American Equity Investment Life Holding Company AEL Stock Holding History

Monarch Partners Asset Management’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 Q3	–	Sell	-94,677	Closed	-$2.49M	–	198
2017 Q2	$2.49M	Sell	94,677 -96,135	-50%	-$2.34M	0.25%	120
2017 Q1	$4.51M	Sell	190,812 -144,860	-43%	-$3.6M	0.45%	84
2016 Q4	$7.57M	Buy	+335,672	New	+$6.71M	0.64%	60
2013 Q4	–	Sell	-60,600	Closed	-$1.29M	–	139
2013 Q3	$1.29M	Buy	+60,600	New	+$1.16M	0.45%	91

Other funds holding AEL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SCM

Snow Capital Management Sewickley, Pennsylvania $703M AUM 76.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Monarch Partners Asset Management's AEL Position: Q3 2017 in Review

Monarch Partners Asset Management sold out of American Equity Investment Life Holding Company (AEL) in Q3 2017, closing a stake of 94,677 shares — an estimated $2.49M sold.

Monarch Partners Asset Management first reported a position in AEL in Q3 2013 and held it in 4 quarters. The position peaked at $7.57M in Q4 2016. 230 funds tracked by Wall St. Rank hold AEL as of Q3 2017.

Monarch Partners Asset Management reported no remaining American Equity Investment Life Holding Company position as of Q3 2017 after selling out during the quarter.
Monarch Partners Asset Management sold 94,677 American Equity Investment Life Holding Company shares in Q3 2017, an estimated $2.49M.
Monarch Partners Asset Management first reported a position in American Equity Investment Life Holding Company in Q3 2013 and held it in 4 quarters.
Monarch Partners Asset Management's American Equity Investment Life Holding Company position peaked at $7.57M in Q4 2016.
230 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q3 2017.

Based on Monarch Partners Asset Management's 13F filing for Q3 2017, filed 1 Nov 2017.