Wilmington Savings Fund Society’s American Equity Investment Life Holding Company AEL Stock Holding History

Wilmington Savings Fund Society’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
2016 Q2	–	Sell	-13,132	Closed	-$220K	–	353
2016 Q1	$220K	Buy	13,132 +765	+6%	+$12.4K	0.01%	317
2015 Q4	$298K	Buy	12,367 +522	+4%	+$13.3K	0.02%	281
2015 Q3	$276K	Sell	11,845 -160	-1%	-$4.12K	0.02%	285
2015 Q2	$323K	Sell	12,005 -5,195	-30%	-$142K	0.02%	283
2015 Q1	$501K	Sell	17,200 -3,000	-15%	-$84.2K	0.03%	249
2014 Q4	$590K	Sell	20,200 -1,250	-6%	-$32.5K	0.03%	244
2014 Q3	$491K	Sell	21,450 -7,600	-26%	-$179K	0.03%	260
2014 Q2	$715K	Hold	29,050	–	–	0.04%	246
2014 Q1	$686K	Hold	29,050	–	–	0.04%	248
2013 Q4	$767K	Hold	29,050	–	–	0.04%	248
2013 Q3	$616K	Buy	29,050 +3,200	+12%	+$61.1K	0.04%	256
2013 Q2	$406K	Buy	+25,850	New	+$401K	0.03%	285

Other funds holding AEL

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

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

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

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

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

AMH

Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return

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

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

Wilmington Savings Fund Society's AEL Position: Q2 2016 in Review

Wilmington Savings Fund Society sold out of American Equity Investment Life Holding Company (AEL) in Q2 2016, closing a stake of 13,132 shares — an estimated $220K sold.

Wilmington Savings Fund Society first reported a position in AEL in Q2 2013 and held it in 12 quarters. The position peaked at $767K in Q4 2013. 201 funds tracked by Wall St. Rank hold AEL as of Q2 2016.

Wilmington Savings Fund Society reported no remaining American Equity Investment Life Holding Company position as of Q2 2016 after selling out during the quarter.
Wilmington Savings Fund Society sold 13,132 American Equity Investment Life Holding Company shares in Q2 2016, an estimated $220K.
Wilmington Savings Fund Society first reported a position in American Equity Investment Life Holding Company in Q2 2013 and held it in 12 quarters.
Wilmington Savings Fund Society's American Equity Investment Life Holding Company position peaked at $767K in Q4 2013.
201 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2016.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2016, filed 10 Aug 2016.