PCM
AEL

Piermont Capital Management’s American Equity Investment Life Holding Company AEL Stock Holding History

Piermont Capital 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 		$2.99M Sell
106,868
-1,250
-1% -$40.2K 1.42% 5
2018
Q3 		$3.82M Sell
108,118
-6,229
-5% -$225K 1.53% 1
2018
Q2 		$4.12M Buy
114,347
+24,070
+27% +$777K 1.26% 1
2018
Q1 		$2.65M Buy
90,277
+2,010
+2% +$64.4K 0.88% 25
2017
Q4 		$2.71M Sell
88,267
-3,030
-3% -$91.9K 0.89% 23
2017
Q3 		$2.65M Buy
91,297
+440
+0.5% +$12.1K 0.88% 20
2017
Q2 		$2.39M Sell
90,857
-23,461
-21% -$571K 0.68% 31
2017
Q1 		$2.7M Sell
114,318
-54,190
-32% -$1.35M 0.64% 56
2016
Q4 		$3.8M Sell
168,508
-14,782
-8% -$295K 0.87% 15
2016
Q3 		$3.25M Sell
183,290
-1,670
-0.9% -$27.6K 0.77% 30
2016
Q2 		$2.64M Sell
184,960
-2,152
-1% -$32.5K 0.68% 53
2016
Q1 		$3.14M Buy
+187,112
New +$3.03M 1% 13
2015
Q3 		– Sell
-117,190
Closed -$3.16M – 258
2015
Q2 		$3.16M Buy
117,190
+3,770
+3% +$103K 0.95% 24
2015
Q1 		$3.3M Buy
113,420
+2,130
+2% +$59.8K 1.01% 8
2014
Q4 		$3.25M Sell
111,290
-1,420
-1% -$36.9K 1.16% 9
2014
Q3 		$2.58M Sell
112,710
-780
-0.7% -$18.4K 1% 30
2014
Q2 		$2.79M Buy
+113,490
New +$2.63M 1.09% 25

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

Piermont Capital Management's AEL Position: Q4 2018 in Review

Piermont Capital Management reduced its American Equity Investment Life Holding Company (AEL) stake by 1.2% in Q4 2018, selling an estimated $40.2K and leaving 106,868 shares worth $2.99M. The position accounts for 1.42% of the portfolio, ranked #5.

Piermont Capital Management first reported a position in AEL in Q2 2014 and has held it in 17 quarters since. The position peaked at $4.12M in Q2 2018. 273 funds tracked by Wall St. Rank hold AEL as of Q4 2018.

  • Piermont Capital Management held 106,868 shares of American Equity Investment Life Holding Company worth $2.99M as of Q4 2018.
  • Piermont Capital Management sold 1,250 American Equity Investment Life Holding Company shares in Q4 2018, an estimated $40.2K.
  • American Equity Investment Life Holding Company made up 1.42% of Piermont Capital Management's portfolio in Q4 2018, its #5 holding.
  • Piermont Capital Management first reported a position in American Equity Investment Life Holding Company in Q2 2014 and has held it in 17 quarters since.
  • Piermont Capital Management's American Equity Investment Life Holding Company position peaked at $4.12M in Q2 2018.
  • 273 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q4 2018.

Based on Piermont Capital Management's 13F filing for Q4 2018, filed 13 Feb 2019.