Arete Wealth Advisors’s Aegon AEG Stock Holding History

Arete Wealth 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
2018 Q2	–	Sell	-18,185	Closed	-$100K	–	365
2018 Q1	$100K	Sell	18,185 -1,571	-8%	-$8.66K	0.03%	312
2017 Q4	$101K	Buy	+19,756	New	+$96.3K	0.03%	307
2017 Q3	–	Sell	-14,081	Closed	-$57K	–	270
2017 Q2	$57K	Sell	14,081 -7,769	-36%	-$30.4K	0.03%	229
2017 Q1	$86K	Sell	21,850 -1,007	-4%	-$4.27K	0.04%	197
2016 Q4	$97K	Buy	+22,857	New	+$85.1K	0.04%	182

Other funds holding AEG

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

MHI

Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arete Wealth Advisors's AEG Position: Q2 2018 in Review

Arete Wealth Advisors sold out of Aegon (AEG) in Q2 2018, closing a stake of 18,185 shares — an estimated $100K sold.

Arete Wealth Advisors first reported a position in AEG in Q4 2016 and held it in 5 quarters. The position peaked at $101K in Q4 2017. 221 funds tracked by Wall St. Rank hold AEG as of Q2 2018.

Arete Wealth Advisors reported no remaining Aegon position as of Q2 2018 after selling out during the quarter.
Arete Wealth Advisors sold 18,185 Aegon shares in Q2 2018, an estimated $100K.
Arete Wealth Advisors first reported a position in Aegon in Q4 2016 and held it in 5 quarters.
Arete Wealth Advisors's Aegon position peaked at $101K in Q4 2017.
221 funds tracked by Wall St. Rank held Aegon as of Q2 2018.

Based on Arete Wealth Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.