Mount Lucas Management’s American Equity Investment Life Holding Company AEL Stock Holding History

Mount Lucas 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
2015 Q2	–	Sell	-51,210	Closed	-$1.49M	–	120
2015 Q1	$1.49M	Buy	51,210 +3,096	+6%	+$86.9K	0.25%	56
2014 Q4	$1.4M	Sell	48,114 -39,043	-45%	-$1.02M	0.16%	56
2014 Q3	$1.99M	Buy	87,157 +7,290	+9%	+$172K	0.34%	56
2014 Q2	$1.97M	Sell	79,867 -24,806	-24%	-$574K	0.26%	77
2014 Q1	$2.47M	Buy	104,673 +54,132	+107%	+$1.25M	0.34%	51
2013 Q4	$1.33M	Buy	+50,541	New	+$1.15M	0.29%	54

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

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

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mount Lucas Management's AEL Position: Q2 2015 in Review

Mount Lucas Management sold out of American Equity Investment Life Holding Company (AEL) in Q2 2015, closing a stake of 51,210 shares — an estimated $1.49M sold.

Mount Lucas Management first reported a position in AEL in Q4 2013 and held it in 6 quarters. The position peaked at $2.47M in Q1 2014. 203 funds tracked by Wall St. Rank hold AEL as of Q2 2015.

Mount Lucas Management reported no remaining American Equity Investment Life Holding Company position as of Q2 2015 after selling out during the quarter.
Mount Lucas Management sold 51,210 American Equity Investment Life Holding Company shares in Q2 2015, an estimated $1.49M.
Mount Lucas Management first reported a position in American Equity Investment Life Holding Company in Q4 2013 and held it in 6 quarters.
Mount Lucas Management's American Equity Investment Life Holding Company position peaked at $2.47M in Q1 2014.
203 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2015.

Based on Mount Lucas Management's 13F filing for Q2 2015, filed 14 Aug 2015.