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

UBS’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 Q3	$413K	Sell	18,033 -6,585	-27%	-$155K	﹤0.01%	4455
2014 Q2	$606K	Buy	24,618 +5,816	+31%	+$135K	﹤0.01%	4032
2014 Q1	$444K	Sell	18,802 -2,184	-10%	-$50.3K	﹤0.01%	4362
2013 Q4	$553K	Sell	20,986 -3,875	-16%	-$88.3K	﹤0.01%	4215
2013 Q3	$527K	Buy	24,861 +6,035	+32%	+$115K	﹤0.01%	4078
2013 Q2	$296K	Buy	+18,826	New	+$292K	﹤0.01%	4660

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

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 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

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

UBS's AEL Position: Q3 2014 in Review

UBS reduced its American Equity Investment Life Holding Company (AEL) stake by 27% in Q3 2014, selling an estimated $155K and leaving 18,033 shares worth $413K. The position accounts for ﹤0.01% of the portfolio, ranked #4455.

UBS first reported a position in AEL in Q2 2013 and has held it in 6 quarters since. The position peaked at $606K in Q2 2014. 181 funds tracked by Wall St. Rank hold AEL as of Q3 2014.

UBS held 18,033 shares of American Equity Investment Life Holding Company worth $413K as of Q3 2014.
UBS sold 6,585 American Equity Investment Life Holding Company shares in Q3 2014, an estimated $155K.
American Equity Investment Life Holding Company made up ﹤0.01% of UBS's portfolio in Q3 2014, its #4455 holding.
UBS first reported a position in American Equity Investment Life Holding Company in Q2 2013 and has held it in 6 quarters since.
UBS's American Equity Investment Life Holding Company position peaked at $606K in Q2 2014.
181 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.