T
AEL

TradeWorx’s American Equity Investment Life Holding Company AEL Stock Holding History

TradeWorx’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
2013
Q3 		– Sell
-10,248
Closed -$161K – 638
2013
Q2 		$161K Buy
+10,248
New +$159K 0.07% 424

Other funds holding AEL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TradeWorx's AEL Position: Q3 2013 in Review

TradeWorx sold out of American Equity Investment Life Holding Company (AEL) in Q3 2013, closing a stake of 10,248 shares — an estimated $161K sold.

TradeWorx first reported a position in AEL in Q2 2013 and held it in 1 quarter. The position peaked at $161K in Q2 2013. 192 funds tracked by Wall St. Rank hold AEL as of Q3 2013.

  • TradeWorx reported no remaining American Equity Investment Life Holding Company position as of Q3 2013 after selling out during the quarter.
  • TradeWorx sold 10,248 American Equity Investment Life Holding Company shares in Q3 2013, an estimated $161K.
  • TradeWorx first reported a position in American Equity Investment Life Holding Company in Q2 2013 and held it in 1 quarter.
  • TradeWorx's American Equity Investment Life Holding Company position peaked at $161K in Q2 2013.
  • 192 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q3 2013.

Based on TradeWorx's 13F filing for Q3 2013, filed 15 Nov 2013.