NAP
AEL

New Amsterdam Partners’s American Equity Investment Life Holding Company AEL Stock Holding History

New Amsterdam Partners’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
2019
Q1 		$6.88M Sell
254,727
-59,981
-19% -$1.82M 2.53% 9
2018
Q4 		$8.79M Sell
314,708
-10,195
-3% -$328K 2.89% 4
2018
Q3 		$11.5M Sell
324,903
-38,685
-11% -$1.4M 2.95% 4
2018
Q2 		$13.1M Sell
363,588
-44,277
-11% -$1.43M 3.1% 2
2018
Q1 		$12M Sell
407,865
-1,088
-0.3% -$34.8K 2.61% 4
2017
Q4 		$12.6M Buy
408,953
+1,598
+0.4% +$48.5K 2.51% 5
2017
Q3 		$11.8M Buy
407,355
+152,111
+60% +$4.2M 2.47% 4
2017
Q2 		$6.71M Buy
255,244
+88,052
+53% +$2.14M 1.43% 26
2017
Q1 		$3.95M Sell
167,192
-8,905
-5% -$221K 0.94% 55
2016
Q4 		$3.97M Sell
176,097
-3,031
-2% -$60.6K 0.9% 48
2016
Q3 		$3.18M Sell
179,128
-695
-0.4% -$11.5K 0.73% 61
2016
Q2 		$2.56M Sell
179,823
-1,143
-0.6% -$17.3K 0.62% 68
2016
Q1 		$3.04M Buy
180,966
+2,133
+1% +$34.6K 0.32% 76
2015
Q4 		$4.3M Buy
178,833
+81
+0% +$2.07K 0.44% 67
2015
Q3 		$4.17M Buy
+178,752
New +$4.61M 0.42% 61
2014
Q2 		– Sell
-56,225
Closed -$1.33M – 139
2014
Q1 		$1.33M Sell
56,225
-1,173,479
-95% -$27.1M 0.09% 114
2013
Q4 		$32.4M Buy
1,229,704
+537,086
+78% +$12.2M 2.15% 16
2013
Q3 		$14.7M Buy
692,618
+546,399
+374% +$10.4M 0.98% 46
2013
Q2 		$2.3M Buy
+146,219
New +$2.27M 0.12% 100

Other funds holding AEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

New Amsterdam Partners's AEL Position: Q1 2019 in Review

New Amsterdam Partners reduced its American Equity Investment Life Holding Company (AEL) stake by 19% in Q1 2019, selling an estimated $1.82M and leaving 254,727 shares worth $6.88M. The position accounts for 2.53% of the portfolio, ranked #9.

New Amsterdam Partners first reported a position in AEL in Q2 2013 and has held it in 19 quarters since. The position peaked at $32.4M in Q4 2013. 267 funds tracked by Wall St. Rank hold AEL as of Q1 2019.

  • New Amsterdam Partners held 254,727 shares of American Equity Investment Life Holding Company worth $6.88M as of Q1 2019.
  • New Amsterdam Partners sold 59,981 American Equity Investment Life Holding Company shares in Q1 2019, an estimated $1.82M.
  • American Equity Investment Life Holding Company made up 2.53% of New Amsterdam Partners's portfolio in Q1 2019, its #9 holding.
  • New Amsterdam Partners first reported a position in American Equity Investment Life Holding Company in Q2 2013 and has held it in 19 quarters since.
  • New Amsterdam Partners's American Equity Investment Life Holding Company position peaked at $32.4M in Q4 2013.
  • 267 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q1 2019.

Based on New Amsterdam Partners's 13F filing for Q1 2019, filed 2 May 2019.