WIL
AEL

Winifred I. Li’s American Equity Investment Life Holding Company AEL Stock Holding History

Winifred I. Li’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
Q4 		$69K Hold
2,350
– – 0.07% 242
2014
Q3 		$54K Hold
2,350
– – 0.05% 278
2014
Q2 		$58K Hold
2,350
– – 0.05% 275
2014
Q1 		$56K Hold
2,350
– – 0.05% 272
2013
Q4 		$62K Hold
2,350
– – 0.05% 256
2013
Q3 		$50K Buy
+2,350
New +$44.9K 0.05% 272

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Winifred I. Li's AEL Position: Q4 2014 in Review

Winifred I. Li held its American Equity Investment Life Holding Company (AEL) position steady in Q4 2014 at 2,350 shares worth $69K. The position accounts for 0.07% of the portfolio, ranked #242.

Winifred I. Li first reported a position in AEL in Q3 2013 and has held it in 6 quarters since. 197 funds tracked by Wall St. Rank hold AEL as of Q4 2014.

  • Winifred I. Li held 2,350 shares of American Equity Investment Life Holding Company worth $69K as of Q4 2014.
  • Winifred I. Li left its American Equity Investment Life Holding Company share count unchanged in Q4 2014.
  • American Equity Investment Life Holding Company made up 0.07% of Winifred I. Li's portfolio in Q4 2014, its #242 holding.
  • Winifred I. Li first reported a position in American Equity Investment Life Holding Company in Q3 2013 and has held it in 6 quarters since.
  • 197 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.