QBFM
AEL

QS Batterymarch Financial Management’s American Equity Investment Life Holding Company AEL Stock Holding History

QS Batterymarch Financial 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
2014
Q3 		$3.06M Sell
133,651
-40,940
-23% -$965K 0.08% 340
2014
Q2 		$4.29M Sell
174,591
-237,180
-58% -$5.49M 0.11% 304
2014
Q1 		$9.73M Sell
411,771
-5,550
-1% -$128K 0.2% 136
2013
Q4 		$11M Sell
417,321
-28,330
-6% -$646K 0.23% 123
2013
Q3 		$9.46M Sell
445,651
-720
-0.2% -$13.7K 0.21% 152
2013
Q2 		$7.01M Buy
+446,371
New +$6.93M 0.13% 212

Other funds holding AEL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

QS Batterymarch Financial Management's AEL Position: Q3 2014 in Review

QS Batterymarch Financial Management reduced its American Equity Investment Life Holding Company (AEL) stake by 23% in Q3 2014, selling an estimated $965K and leaving 133,651 shares worth $3.06M. The position accounts for 0.08% of the portfolio, ranked #340.

QS Batterymarch Financial Management first reported a position in AEL in Q2 2013 and has held it in 6 quarters since. The position peaked at $11M in Q4 2013. 181 funds tracked by Wall St. Rank hold AEL as of Q3 2014.

  • QS Batterymarch Financial Management held 133,651 shares of American Equity Investment Life Holding Company worth $3.06M as of Q3 2014.
  • QS Batterymarch Financial Management sold 40,940 American Equity Investment Life Holding Company shares in Q3 2014, an estimated $965K.
  • American Equity Investment Life Holding Company made up 0.08% of QS Batterymarch Financial Management's portfolio in Q3 2014, its #340 holding.
  • QS Batterymarch Financial Management first reported a position in American Equity Investment Life Holding Company in Q2 2013 and has held it in 6 quarters since.
  • QS Batterymarch Financial Management's American Equity Investment Life Holding Company position peaked at $11M in Q4 2013.
  • 181 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q3 2014.

Based on QS Batterymarch Financial Management's 13F filing for Q3 2014, filed 14 Nov 2014.