OSAM
AEL

O'Shaughnessy Asset Management’s American Equity Investment Life Holding Company AEL Stock Holding History

O'Shaughnessy Asset 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
2018
Q4 		– Sell
-2,521
Closed -$89K – 1038
2018
Q3 		$89K Sell
2,521
-36
-1% -$1.3K ﹤0.01% 663
2018
Q2 		$92K Sell
2,557
-213
-8% -$6.87K ﹤0.01% 656
2018
Q1 		$81K Buy
2,770
+141
+5% +$4.51K ﹤0.01% 664
2017
Q4 		$81K Buy
2,629
+2,607
+11,850% +$79.1K ﹤0.01% 680
2017
Q3 		$1K Buy
+22
New +$607 ﹤0.01% 877
2015
Q2 		– Sell
-48
Closed -$1K – 1106
2015
Q1 		$1K Sell
48
-22,187
-100% -$623K ﹤0.01% 985
2014
Q4 		$645K Sell
22,235
-143,224
-87% -$3.72M 0.01% 377
2014
Q3 		$3.78M Sell
165,459
-39,625
-19% -$934K 0.07% 189
2014
Q2 		$5.04M Sell
205,084
-21,660
-10% -$501K 0.09% 164
2014
Q1 		$5.34M Buy
226,744
+37,367
+20% +$861K 0.11% 144
2013
Q4 		$4.98M Buy
189,377
+109,624
+137% +$2.5M 0.1% 148
2013
Q3 		$1.69M Buy
79,753
+35,050
+78% +$669K 0.04% 258
2013
Q2 		$704K Buy
+44,703
New +$694K 0.02% 356

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

O'Shaughnessy Asset Management's AEL Position: Q4 2018 in Review

O'Shaughnessy Asset Management sold out of American Equity Investment Life Holding Company (AEL) in Q4 2018, closing a stake of 2,521 shares — an estimated $89K sold.

O'Shaughnessy Asset Management first reported a position in AEL in Q2 2013 and held it in 13 quarters. The position peaked at $5.34M in Q1 2014. 273 funds tracked by Wall St. Rank hold AEL as of Q4 2018.

  • O'Shaughnessy Asset Management reported no remaining American Equity Investment Life Holding Company position as of Q4 2018 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 2,521 American Equity Investment Life Holding Company shares in Q4 2018, an estimated $89K.
  • O'Shaughnessy Asset Management first reported a position in American Equity Investment Life Holding Company in Q2 2013 and held it in 13 quarters.
  • O'Shaughnessy Asset Management's American Equity Investment Life Holding Company position peaked at $5.34M in Q1 2014.
  • 273 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q4 2018.

Based on O'Shaughnessy Asset Management's 13F filing for Q4 2018, filed 12 Feb 2019.