RNS
AEL

Robert N. Shapiro’s American Equity Investment Life Holding Company AEL Stock Holding History

Robert N. Shapiro’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 		$4K Sell
153
-5
-3% -$130 ﹤0.01% 789
2014
Q3 		$4K Hold
158
– – ﹤0.01% 790
2014
Q2 		$4K Hold
158
– – ﹤0.01% 710
2014
Q1 		$4K Hold
158
– – ﹤0.01% 708
2013
Q4 		$4K Sell
158
-1,948
-92% -$44.4K ﹤0.01% 710
2013
Q3 		$44K Buy
2,106
+1,974
+1,495% +$37.7K 0.01% 629
2013
Q2 		$2K Buy
+132
New +$2.05K ﹤0.01% 891

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
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

Robert N. Shapiro's AEL Position: Q4 2014 in Review

Robert N. Shapiro reduced its American Equity Investment Life Holding Company (AEL) stake by 3.2% in Q4 2014, selling an estimated $130 and leaving 153 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #789.

Robert N. Shapiro first reported a position in AEL in Q2 2013 and has held it in 7 quarters since. The position peaked at $44K in Q3 2013. 197 funds tracked by Wall St. Rank hold AEL as of Q4 2014.

  • Robert N. Shapiro held 153 shares of American Equity Investment Life Holding Company worth $4K as of Q4 2014.
  • Robert N. Shapiro sold 5 American Equity Investment Life Holding Company shares in Q4 2014, an estimated $130.
  • American Equity Investment Life Holding Company made up ﹤0.01% of Robert N. Shapiro's portfolio in Q4 2014, its #789 holding.
  • Robert N. Shapiro first reported a position in American Equity Investment Life Holding Company in Q2 2013 and has held it in 7 quarters since.
  • Robert N. Shapiro's American Equity Investment Life Holding Company position peaked at $44K in Q3 2013.
  • 197 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.