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Alera Investment Advisors’s Aegon AEG Stock Holding History

Alera Investment Advisors’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
Q2 		– Sell
-1,163
Closed -$5K – 95
2019
Q1 		$5K Hold
1,163
– – ﹤0.01% 620
2018
Q4 		$5K Buy
+1,163
New +$5.67K ﹤0.01% 583

Other funds holding AEG

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Alera Investment Advisors's AEG Position: Q2 2019 in Review

Alera Investment Advisors sold out of Aegon (AEG) in Q2 2019, closing a stake of 1,163 shares — an estimated $5K sold.

Alera Investment Advisors first reported a position in AEG in Q4 2018 and held it in 2 quarters. The position peaked at $5K in Q1 2019. 205 funds tracked by Wall St. Rank hold AEG as of Q2 2019.

  • Alera Investment Advisors reported no remaining Aegon position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 1,163 Aegon shares in Q2 2019, an estimated $5K.
  • Alera Investment Advisors first reported a position in Aegon in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Aegon position peaked at $5K in Q1 2019.
  • 205 funds tracked by Wall St. Rank held Aegon as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.