PRCP
AEL

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

Pacific Ridge Capital 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
2017
Q3 		– Sell
-36,860
Closed -$969K – 142
2017
Q2 		$969K Sell
36,860
-880
-2% -$21.4K 0.28% 105
2017
Q1 		$892K Sell
37,740
-3,860
-9% -$95.9K 0.25% 116
2016
Q4 		$938K Buy
41,600
+780
+2% +$15.6K 0.34% 84
2016
Q3 		$724K Buy
40,820
+15,430
+61% +$255K 0.3% 91
2016
Q2 		$362K Buy
+25,390
New +$383K 0.16% 142
2015
Q3 		– Sell
-22,215
Closed -$599K – 163
2015
Q2 		$599K Sell
22,215
-2,633
-11% -$72.1K 0.25% 120
2015
Q1 		$724K Buy
24,848
+490
+2% +$13.7K 0.29% 105
2014
Q4 		$711K Buy
24,358
+310
+1% +$8.06K 0.3% 103
2014
Q3 		$550K Buy
24,048
+8,378
+53% +$197K 0.28% 112
2014
Q2 		$385K Sell
15,670
-70
-0.4% -$1.62K 0.26% 113
2014
Q1 		$372K Hold
15,740
– – 0.26% 121
2013
Q4 		$415K Buy
+15,740
New +$359K 0.28% 111

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
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SCM
Snow Capital Management Sewickley, Pennsylvania $703M AUM 76.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pacific Ridge Capital Partners's AEL Position: Q3 2017 in Review

Pacific Ridge Capital Partners sold out of American Equity Investment Life Holding Company (AEL) in Q3 2017, closing a stake of 36,860 shares — an estimated $969K sold.

Pacific Ridge Capital Partners first reported a position in AEL in Q4 2013 and held it in 12 quarters. The position peaked at $969K in Q2 2017. 230 funds tracked by Wall St. Rank hold AEL as of Q3 2017.

  • Pacific Ridge Capital Partners reported no remaining American Equity Investment Life Holding Company position as of Q3 2017 after selling out during the quarter.
  • Pacific Ridge Capital Partners sold 36,860 American Equity Investment Life Holding Company shares in Q3 2017, an estimated $969K.
  • Pacific Ridge Capital Partners first reported a position in American Equity Investment Life Holding Company in Q4 2013 and held it in 12 quarters.
  • Pacific Ridge Capital Partners's American Equity Investment Life Holding Company position peaked at $969K in Q2 2017.
  • 230 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q3 2017.

Based on Pacific Ridge Capital Partners's 13F filing for Q3 2017, filed 13 Nov 2017.