Waddell & Reed Financial’s American Equity Investment Life Holding Company AEL Stock Holding History

Waddell & Reed Financial’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
2018 Q1	–	Sell	-356,102	Closed	-$10.9M	–	565
2017 Q4	$10.9M	Sell	356,102 -115,700	-25%	-$3.51M	0.02%	401
2017 Q3	$13.7M	Buy	471,802 +16,500	+4%	+$455K	0.03%	375
2017 Q2	$12M	Sell	455,302 -86,700	-16%	-$2.11M	0.03%	397
2017 Q1	$12.8M	Buy	542,002 +6,600	+1%	+$164K	0.03%	395
2016 Q4	$12.1M	Buy	+535,402	New	+$10.7M	0.03%	394
2015 Q2	–	Sell	-368,700	Closed	-$10.7M	–	622
2015 Q1	$10.7M	Hold	368,700	–	–	0.01%	421
2014 Q4	$10.8M	Buy	368,700 +42,300	+13%	+$1.1M	0.01%	404
2014 Q3	$7.47M	Buy	326,400 +18,800	+6%	+$443K	0.01%	449
2014 Q2	$7.57M	Sell	307,600 -83,000	-21%	-$1.92M	0.01%	461
2014 Q1	$9.23M	Buy	390,600 +73,400	+23%	+$1.69M	0.01%	435
2013 Q4	$8.37M	Buy	+317,200	New	+$7.23M	0.01%	446

Other funds holding AEL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

SCM

Snow Capital Management Sewickley, Pennsylvania $703M AUM 76.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Waddell & Reed Financial's AEL Position: Q1 2018 in Review

Waddell & Reed Financial sold out of American Equity Investment Life Holding Company (AEL) in Q1 2018, closing a stake of 356,102 shares — an estimated $10.9M sold.

Waddell & Reed Financial first reported a position in AEL in Q4 2013 and held it in 11 quarters. The position peaked at $13.7M in Q3 2017. 273 funds tracked by Wall St. Rank hold AEL as of Q1 2018.

Waddell & Reed Financial reported no remaining American Equity Investment Life Holding Company position as of Q1 2018 after selling out during the quarter.
Waddell & Reed Financial sold 356,102 American Equity Investment Life Holding Company shares in Q1 2018, an estimated $10.9M.
Waddell & Reed Financial first reported a position in American Equity Investment Life Holding Company in Q4 2013 and held it in 11 quarters.
Waddell & Reed Financial's American Equity Investment Life Holding Company position peaked at $13.7M in Q3 2017.
273 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q1 2018.

Based on Waddell & Reed Financial's 13F filing for Q1 2018, filed 15 May 2018.