RJT
AEL

Raymond James Trust’s American Equity Investment Life Holding Company AEL Stock Holding History

Raymond James Trust’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
2016
Q1 		– Sell
-9,948
Closed -$239K – 720
2015
Q4 		$239K Buy
+9,948
New +$254K 0.02% 546

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Raymond James Trust's AEL Position: Q1 2016 in Review

Raymond James Trust sold out of American Equity Investment Life Holding Company (AEL) in Q1 2016, closing a stake of 9,948 shares — an estimated $239K sold.

Raymond James Trust first reported a position in AEL in Q4 2015 and held it in 1 quarter. The position peaked at $239K in Q4 2015. 214 funds tracked by Wall St. Rank hold AEL as of Q1 2016.

  • Raymond James Trust reported no remaining American Equity Investment Life Holding Company position as of Q1 2016 after selling out during the quarter.
  • Raymond James Trust sold 9,948 American Equity Investment Life Holding Company shares in Q1 2016, an estimated $239K.
  • Raymond James Trust first reported a position in American Equity Investment Life Holding Company in Q4 2015 and held it in 1 quarter.
  • Raymond James Trust's American Equity Investment Life Holding Company position peaked at $239K in Q4 2015.
  • 214 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q1 2016.

Based on Raymond James Trust's 13F filing for Q1 2016, filed 20 Apr 2016.