Sterne Agee Group’s American Equity Investment Life Holding Company AEL Stock Holding History

Sterne Agee Group’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
2015 Q1	$332K	Hold	11,410	–	–	0.05%	298
2014 Q4	$333K	Hold	11,410	–	–	0.05%	277
2014 Q3	$261K	Hold	11,410	–	–	0.04%	284
2014 Q2	$281K	Hold	11,410	–	–	0.05%	259
2014 Q1	$270K	Hold	11,410	–	–	0.05%	257
2013 Q4	$301K	Hold	11,410	–	–	0.1%	194
2013 Q3	$242K	Sell	11,410 -370	-3%	-$7.07K	0.09%	220
2013 Q2	$185K	Buy	+11,780	New	+$183K	0.07%	248

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BIT

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

Sterne Agee Group's AEL Position: Q1 2015 in Review

Sterne Agee Group held its American Equity Investment Life Holding Company (AEL) position steady in Q1 2015 at 11,410 shares worth $332K. The position accounts for 0.05% of the portfolio, ranked #298.

Sterne Agee Group first reported a position in AEL in Q2 2013 and has held it in 8 quarters since. The position peaked at $333K in Q4 2014. 193 funds tracked by Wall St. Rank hold AEL as of Q1 2015.

Sterne Agee Group held 11,410 shares of American Equity Investment Life Holding Company worth $332K as of Q1 2015.
Sterne Agee Group left its American Equity Investment Life Holding Company share count unchanged in Q1 2015.
American Equity Investment Life Holding Company made up 0.05% of Sterne Agee Group's portfolio in Q1 2015, its #298 holding.
Sterne Agee Group first reported a position in American Equity Investment Life Holding Company in Q2 2013 and has held it in 8 quarters since.
Sterne Agee Group's American Equity Investment Life Holding Company position peaked at $333K in Q4 2014.
193 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q1 2015.

Based on Sterne Agee Group's 13F filing for Q1 2015, filed 13 May 2015.