NI
AEL

Numeric Investors’s American Equity Investment Life Holding Company AEL Stock Holding History

Numeric Investors’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
Q4 		$9.26M Sell
301,200
-133,400
-31% -$4.05M 0.07% 281
2017
Q3 		$12.6M Sell
434,600
-73,953
-15% -$2.04M 0.1% 192
2017
Q2 		$13.4M Buy
508,553
+369,453
+266% +$9M 0.12% 182
2017
Q1 		$3.29M Buy
+139,100
New +$3.45M 0.03% 394

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
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
SCM
Snow Capital Management Sewickley, Pennsylvania $703M AUM 76.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Numeric Investors's AEL Position: Q4 2017 in Review

Numeric Investors reduced its American Equity Investment Life Holding Company (AEL) stake by 31% in Q4 2017, selling an estimated $4.05M and leaving 301,200 shares worth $9.26M. The position accounts for 0.07% of the portfolio, ranked #281.

Numeric Investors first reported a position in AEL in Q1 2017 and has held it in 4 quarters since. The position peaked at $13.4M in Q2 2017. 265 funds tracked by Wall St. Rank hold AEL as of Q4 2017.

  • Numeric Investors held 301,200 shares of American Equity Investment Life Holding Company worth $9.26M as of Q4 2017.
  • Numeric Investors sold 133,400 American Equity Investment Life Holding Company shares in Q4 2017, an estimated $4.05M.
  • American Equity Investment Life Holding Company made up 0.07% of Numeric Investors's portfolio in Q4 2017, its #281 holding.
  • Numeric Investors first reported a position in American Equity Investment Life Holding Company in Q1 2017 and has held it in 4 quarters since.
  • Numeric Investors's American Equity Investment Life Holding Company position peaked at $13.4M in Q2 2017.
  • 265 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q4 2017.

Based on Numeric Investors's 13F filing for Q4 2017, filed 14 Feb 2018.