AG
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Advisor Group’s Aegon AEG Stock Holding History

Advisor Group’s Portfolio AEG Stock Details AEG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$31K Buy
7,447
+163
+2% +$665 ﹤0.01% 3709
2019
Q3 		$27K Sell
7,284
-18,626
-72% -$74.2K ﹤0.01% 3763
2019
Q2 		$114K Sell
25,910
-2,231
-8% -$9.5K ﹤0.01% 2759
2019
Q1 		$115K Sell
28,141
-31,726
-53% -$139K ﹤0.01% 2742
2018
Q4 		$238K Sell
59,867
-8,919
-13% -$43.5K ﹤0.01% 1962
2018
Q3 		$379K Buy
68,786
+4,053
+6% +$21.1K ﹤0.01% 1674
2018
Q2 		$318K Buy
64,733
+2,169
+3% +$11.9K ﹤0.01% 1644
2018
Q1 		$344K Buy
62,564
+31,470
+101% +$173K ﹤0.01% 1582
2017
Q4 		$159K Sell
31,094
-47,475
-60% -$231K ﹤0.01% 2184
2017
Q3 		$370K Buy
78,569
+3,846
+5% +$17.4K 0.01% 1385
2017
Q2 		$302K Buy
74,723
+1,481
+2% +$5.8K 0.01% 1477
2017
Q1 		$290K Buy
73,242
+1,331
+2% +$5.64K 0.01% 1405
2016
Q4 		$306K Buy
71,911
+19,789
+38% +$73.7K 0.01% 1291
2016
Q3 		$154K Sell
52,122
-4,353
-8% -$13K ﹤0.01% 1706
2016
Q2 		$166K Buy
+56,475
New +$212K ﹤0.01% 1583

Other funds holding AEG

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Advisor Group's AEG Position: Q4 2019 in Review

Advisor Group increased its Aegon (AEG) stake by 2.2% in Q4 2019, buying an estimated $665 and bringing the position to 7,447 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #3709.

Advisor Group first reported a position in AEG in Q2 2016 and has held it in 15 quarters since. The position peaked at $379K in Q3 2018. 205 funds tracked by Wall St. Rank hold AEG as of Q4 2019.

  • Advisor Group held 7,447 shares of Aegon worth $31K as of Q4 2019.
  • Advisor Group bought 163 Aegon shares in Q4 2019, an estimated $665.
  • Aegon made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3709 holding.
  • Advisor Group first reported a position in Aegon in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Aegon position peaked at $379K in Q3 2018.
  • 205 funds tracked by Wall St. Rank held Aegon as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.