Placemark Investments’s American Equity Investment Life Holding Company AEL Stock Holding History

Placemark Investments’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
2014 Q4	$616K	Sell	21,132 -727	-3%	-$18.9K	0.01%	1082
2014 Q3	$498K	Buy	21,859 +180	+0.8%	+$4.24K	0.01%	1166
2014 Q2	$535K	Sell	21,679 -1,273	-6%	-$29.5K	0.01%	1146
2014 Q1	$541K	Sell	22,952 -1,492	-6%	-$34.4K	0.01%	1089
2013 Q4	$645K	Sell	24,444 -278	-1%	-$6.33K	0.01%	1035
2013 Q3	$526K	Sell	24,722 -22	-0.1%	-$420	0.01%	1066
2013 Q2	$389K	Buy	+24,744	New	+$384K	0.01%	1147

Other funds holding AEL

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Placemark Investments's AEL Position: Q4 2014 in Review

Placemark Investments reduced its American Equity Investment Life Holding Company (AEL) stake by 3.3% in Q4 2014, selling an estimated $18.9K and leaving 21,132 shares worth $616K. The position accounts for 0.01% of the portfolio, ranked #1082.

Placemark Investments first reported a position in AEL in Q2 2013 and has held it in 7 quarters since. The position peaked at $645K in Q4 2013. 197 funds tracked by Wall St. Rank hold AEL as of Q4 2014.

Placemark Investments held 21,132 shares of American Equity Investment Life Holding Company worth $616K as of Q4 2014.
Placemark Investments sold 727 American Equity Investment Life Holding Company shares in Q4 2014, an estimated $18.9K.
American Equity Investment Life Holding Company made up 0.01% of Placemark Investments's portfolio in Q4 2014, its #1082 holding.
Placemark Investments first reported a position in American Equity Investment Life Holding Company in Q2 2013 and has held it in 7 quarters since.
Placemark Investments's American Equity Investment Life Holding Company position peaked at $645K in Q4 2013.
197 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.