Symphony Asset Management’s American Equity Investment Life Holding Company AEL Stock Holding History

Symphony Asset 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 Q4	–	Sell	-16,767	Closed	-$383K	–	453
2014 Q3	$383K	Sell	16,767 -33,141	-66%	-$781K	0.04%	298
2014 Q2	$1.23M	Sell	49,908 -48,018	-49%	-$1.11M	0.13%	188
2014 Q1	$2.31M	Buy	97,926 +73,632	+303%	+$1.7M	0.22%	126
2013 Q4	$641K	Sell	24,294 -18,221	-43%	-$415K	0.05%	251
2013 Q3	$902K	Buy	+42,515	New	+$812K	0.09%	203

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 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

BIT

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

Symphony Asset Management's AEL Position: Q4 2014 in Review

Symphony Asset Management sold out of American Equity Investment Life Holding Company (AEL) in Q4 2014, closing a stake of 16,767 shares — an estimated $383K sold.

Symphony Asset Management first reported a position in AEL in Q3 2013 and held it in 5 quarters. The position peaked at $2.31M in Q1 2014. 197 funds tracked by Wall St. Rank hold AEL as of Q4 2014.

Symphony Asset Management reported no remaining American Equity Investment Life Holding Company position as of Q4 2014 after selling out during the quarter.
Symphony Asset Management sold 16,767 American Equity Investment Life Holding Company shares in Q4 2014, an estimated $383K.
Symphony Asset Management first reported a position in American Equity Investment Life Holding Company in Q3 2013 and held it in 5 quarters.
Symphony Asset Management's American Equity Investment Life Holding Company position peaked at $2.31M in Q1 2014.
197 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q4 2014.

Based on Symphony Asset Management's 13F filing for Q4 2014, filed 9 Feb 2015.