WEC
AEL

Winslow Evans & Crocker’s American Equity Investment Life Holding Company AEL Stock Holding History

Winslow Evans & Crocker’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 		– Sell
-242
Closed -$5.54K – 1398
2014
Q3 		$5.54K Buy
+242
New +$5.7K ﹤0.01% 1053

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

Winslow Evans & Crocker's AEL Position: Q4 2014 in Review

Winslow Evans & Crocker sold out of American Equity Investment Life Holding Company (AEL) in Q4 2014, closing a stake of 242 shares — an estimated $5.54K sold.

Winslow Evans & Crocker first reported a position in AEL in Q3 2014 and held it in 1 quarter. The position peaked at $5.54K in Q3 2014. 197 funds tracked by Wall St. Rank hold AEL as of Q4 2014.

  • Winslow Evans & Crocker reported no remaining American Equity Investment Life Holding Company position as of Q4 2014 after selling out during the quarter.
  • Winslow Evans & Crocker sold 242 American Equity Investment Life Holding Company shares in Q4 2014, an estimated $5.54K.
  • Winslow Evans & Crocker first reported a position in American Equity Investment Life Holding Company in Q3 2014 and held it in 1 quarter.
  • Winslow Evans & Crocker's American Equity Investment Life Holding Company position peaked at $5.54K in Q3 2014.
  • 197 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q4 2014.

Based on Winslow Evans & Crocker's 13F filing for Q4 2014, filed 22 Jan 2015.