SCM
AEL

Stevens Capital Management’s American Equity Investment Life Holding Company AEL Stock Holding History

Stevens Capital 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
2018
Q4 		– Sell
-22,228
Closed -$786K – 974
2018
Q3 		$786K Buy
+22,228
New +$803K 0.03% 469
2018
Q2 		– Sell
-21,725
Closed -$638K – 1017
2018
Q1 		$638K Buy
21,725
+520
+2% +$16.6K 0.02% 483
2017
Q4 		$652K Sell
21,205
-2,934
-12% -$89K 0.03% 506
2017
Q3 		$702K Buy
24,139
+3,361
+16% +$92.7K 0.03% 494
2017
Q2 		$546K Sell
20,778
-31,425
-60% -$765K 0.02% 554
2017
Q1 		$1.23M Buy
+52,203
New +$1.3M 0.05% 377
2016
Q4 		– Sell
-18,823
Closed -$334K – 1158
2016
Q3 		$334K Buy
+18,823
New +$311K 0.01% 676
2016
Q1 		– Sell
-18,189
Closed -$437K – 1164
2015
Q4 		$437K Sell
18,189
-26,709
-59% -$681K 0.02% 588
2015
Q3 		$1.05M Buy
+44,898
New +$1.16M 0.05% 342
2015
Q2 		– Sell
-7,108
Closed -$207K – 1289
2015
Q1 		$207K Buy
+7,108
New +$199K 0.01% 853
2014
Q4 		– Sell
-25,976
Closed -$594K – 1273
2014
Q3 		$594K Buy
+25,976
New +$612K 0.02% 550
2013
Q3 		– Sell
-46,961
Closed -$737K – 1247
2013
Q2 		$737K Buy
+46,961
New +$729K 0.02% 497

Other funds holding AEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Stevens Capital Management's AEL Position: Q4 2018 in Review

Stevens Capital Management sold out of American Equity Investment Life Holding Company (AEL) in Q4 2018, closing a stake of 22,228 shares — an estimated $786K sold.

Stevens Capital Management first reported a position in AEL in Q2 2013 and held it in 12 quarters. The position peaked at $1.23M in Q1 2017. 273 funds tracked by Wall St. Rank hold AEL as of Q4 2018.

  • Stevens Capital Management reported no remaining American Equity Investment Life Holding Company position as of Q4 2018 after selling out during the quarter.
  • Stevens Capital Management sold 22,228 American Equity Investment Life Holding Company shares in Q4 2018, an estimated $786K.
  • Stevens Capital Management first reported a position in American Equity Investment Life Holding Company in Q2 2013 and held it in 12 quarters.
  • Stevens Capital Management's American Equity Investment Life Holding Company position peaked at $1.23M in Q1 2017.
  • 273 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q4 2018.

Based on Stevens Capital Management's 13F filing for Q4 2018, filed 6 Feb 2019.