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UBS O'Connor’s American Equity Investment Life Holding Company AEL Stock Holding History

UBS O'Connor’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
Q3 		– Sell
-24,942
Closed -$672K – 801
2015
Q2 		$672K Buy
+24,942
New +$683K 0.01% 659
2013
Q3 		– Sell
-202,397
Closed -$3.18M – 585
2013
Q2 		$3.18M Buy
+202,397
New +$3.14M 0.06% 283

Other funds holding AEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return

UBS O'Connor's AEL Position: Q3 2015 in Review

UBS O'Connor sold out of American Equity Investment Life Holding Company (AEL) in Q3 2015, closing a stake of 24,942 shares — an estimated $672K sold.

UBS O'Connor first reported a position in AEL in Q2 2013 and held it in 2 quarters. The position peaked at $3.18M in Q2 2013. 220 funds tracked by Wall St. Rank hold AEL as of Q3 2015.

  • UBS O'Connor reported no remaining American Equity Investment Life Holding Company position as of Q3 2015 after selling out during the quarter.
  • UBS O'Connor sold 24,942 American Equity Investment Life Holding Company shares in Q3 2015, an estimated $672K.
  • UBS O'Connor first reported a position in American Equity Investment Life Holding Company in Q2 2013 and held it in 2 quarters.
  • UBS O'Connor's American Equity Investment Life Holding Company position peaked at $3.18M in Q2 2013.
  • 220 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q3 2015.

Based on UBS O'Connor's 13F filing for Q3 2015, filed 13 Nov 2015.