PGC
AEL

Pacific Grove Capital’s American Equity Investment Life Holding Company AEL Stock Holding History

Pacific Grove Capital’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 		– Sell
-86,902
Closed -$2.53M – 100
2017
Q3 		$2.53M Buy
86,902
+68,152
+363% +$1.88M 1.01% 42
2017
Q2 		$493K Buy
+18,750
New +$457K 0.22% 44

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

Pacific Grove Capital's AEL Position: Q4 2017 in Review

Pacific Grove Capital sold out of American Equity Investment Life Holding Company (AEL) in Q4 2017, closing a stake of 86,902 shares — an estimated $2.53M sold.

Pacific Grove Capital first reported a position in AEL in Q2 2017 and held it in 2 quarters. The position peaked at $2.53M in Q3 2017. 265 funds tracked by Wall St. Rank hold AEL as of Q4 2017.

  • Pacific Grove Capital reported no remaining American Equity Investment Life Holding Company position as of Q4 2017 after selling out during the quarter.
  • Pacific Grove Capital sold 86,902 American Equity Investment Life Holding Company shares in Q4 2017, an estimated $2.53M.
  • Pacific Grove Capital first reported a position in American Equity Investment Life Holding Company in Q2 2017 and held it in 2 quarters.
  • Pacific Grove Capital's American Equity Investment Life Holding Company position peaked at $2.53M in Q3 2017.
  • 265 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q4 2017.

Based on Pacific Grove Capital's 13F filing for Q4 2017, filed 14 Feb 2018.