AIA
AEK.CL

Alerus Investment Advisors’s Aegon NV AEK.CL Stock Holding History

Alerus Investment Advisors’s Portfolio AEK.CL Stock Details AEK.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$4K Hold
1,600
– – ﹤0.01% 171
2015
Q4 		$44K Hold
1,600
– – 0.01% 144
2015
Q3 		$44K Buy
+1,600
New +$44.4K 0.01% 129

Other funds holding AEK.CL

SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return
GA
Geneva Advisors Chicago, Illinois $5.81B AUM 23.71% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return

Alerus Investment Advisors's AEK.CL Position: Q1 2016 in Review

Alerus Investment Advisors held its Aegon NV (AEK.CL) position steady in Q1 2016 at 1,600 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #171.

Alerus Investment Advisors first reported a position in AEK.CL in Q3 2015 and has held it in 3 quarters since. The position peaked at $44K in Q4 2015. 7 funds tracked by Wall St. Rank hold AEK.CL as of Q1 2016.

  • Alerus Investment Advisors held 1,600 shares of Aegon NV worth $4K as of Q1 2016.
  • Alerus Investment Advisors left its Aegon NV share count unchanged in Q1 2016.
  • Aegon NV made up ﹤0.01% of Alerus Investment Advisors's portfolio in Q1 2016, its #171 holding.
  • Alerus Investment Advisors first reported a position in Aegon NV in Q3 2015 and has held it in 3 quarters since.
  • Alerus Investment Advisors's Aegon NV position peaked at $44K in Q4 2015.
  • 7 funds tracked by Wall St. Rank held Aegon NV as of Q1 2016.

Based on Alerus Investment Advisors's 13F filing for Q1 2016, filed 4 May 2016.