M
AEL

MOTCO’s American Equity Investment Life Holding Company AEL Stock Holding History

MOTCO’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
-161
Closed -$4K – 606
2017
Q2 		$4K Hold
161
– – ﹤0.01% 543
2017
Q1 		$4K Buy
+161
New +$4K ﹤0.01% 578

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
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 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
Ameriprise
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MOTCO's AEL Position: Q3 2017 in Review

MOTCO sold out of American Equity Investment Life Holding Company (AEL) in Q3 2017, closing a stake of 161 shares — an estimated $4K sold.

MOTCO first reported a position in AEL in Q1 2017 and held it in 2 quarters. The position peaked at $4K in Q2 2017. 230 funds tracked by Wall St. Rank hold AEL as of Q3 2017.

  • MOTCO reported no remaining American Equity Investment Life Holding Company position as of Q3 2017 after selling out during the quarter.
  • MOTCO sold 161 American Equity Investment Life Holding Company shares in Q3 2017, an estimated $4K.
  • MOTCO first reported a position in American Equity Investment Life Holding Company in Q1 2017 and held it in 2 quarters.
  • MOTCO's American Equity Investment Life Holding Company position peaked at $4K in Q2 2017.
  • 230 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q3 2017.

Based on MOTCO's 13F filing for Q3 2017, filed 7 Nov 2017.