NFG
AEL

Next Financial Group’s American Equity Investment Life Holding Company AEL Stock Holding History

Next Financial Group’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
Q1 		– Sell
-162
Closed -$4K – 2349
2016
Q4 		$4K Hold
162
– – ﹤0.01% 2028
2016
Q3 		$3K Buy
+162
New +$2.67K ﹤0.01% 2106
2014
Q4 		– Sell
-792
Closed -$18K – 2414
2014
Q3 		$18K Sell
792
-1,500
-65% -$35.3K ﹤0.01% 1485
2014
Q2 		$52K Buy
+2,292
New +$53K 0.03% 337

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Next Financial Group's AEL Position: Q1 2017 in Review

Next Financial Group sold out of American Equity Investment Life Holding Company (AEL) in Q1 2017, closing a stake of 162 shares — an estimated $4K sold.

Next Financial Group first reported a position in AEL in Q2 2014 and held it in 4 quarters. The position peaked at $52K in Q2 2014. 226 funds tracked by Wall St. Rank hold AEL as of Q1 2017.

  • Next Financial Group reported no remaining American Equity Investment Life Holding Company position as of Q1 2017 after selling out during the quarter.
  • Next Financial Group sold 162 American Equity Investment Life Holding Company shares in Q1 2017, an estimated $4K.
  • Next Financial Group first reported a position in American Equity Investment Life Holding Company in Q2 2014 and held it in 4 quarters.
  • Next Financial Group's American Equity Investment Life Holding Company position peaked at $52K in Q2 2014.
  • 226 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q1 2017.

Based on Next Financial Group's 13F filing for Q1 2017, filed 8 May 2017.