U
AEL

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 		$5K Sell
200
-800
-80% -$18.9K ﹤0.01% 9503
2014
Q2 		$25K Buy
+1,000
New +$23.1K ﹤0.01% 7808
2013
Q4 		– Sell
-600
Closed -$13K – 10848
2013
Q3 		$13K Buy
600
+500
+500% +$9.55K ﹤0.01% 8582
2013
Q2 		$2K Buy
+100
New +$1.55K ﹤0.01% 9849

Other funds holding AEL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Fisher Asset Management
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Acadian Asset Management
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.