UR
AEL

USCA RIA’s American Equity Investment Life Holding Company AEL Stock Holding History

USCA RIA’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
2017
Q1 		– Sell
-98,653
Closed -$2.22M – 421
2016
Q4 		$2.22M Buy
+98,653
New +$1.97M 0.34% 80

Other funds holding AEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

USCA RIA's AEL Position: Q1 2017 in Review

USCA RIA sold out of American Equity Investment Life Holding Company (AEL) in Q1 2017, closing a stake of 98,653 shares — an estimated $2.22M sold.

USCA RIA first reported a position in AEL in Q4 2016 and held it in 1 quarter. The position peaked at $2.22M in Q4 2016. 226 funds tracked by Wall St. Rank hold AEL as of Q1 2017.

  • USCA RIA reported no remaining American Equity Investment Life Holding Company position as of Q1 2017 after selling out during the quarter.
  • USCA RIA sold 98,653 American Equity Investment Life Holding Company shares in Q1 2017, an estimated $2.22M.
  • USCA RIA first reported a position in American Equity Investment Life Holding Company in Q4 2016 and held it in 1 quarter.
  • USCA RIA's American Equity Investment Life Holding Company position peaked at $2.22M in Q4 2016.
  • 226 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q1 2017.

Based on USCA RIA's 13F filing for Q1 2017, filed 1 May 2017.