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Aris Wealth Services’s Aegon AEG Stock Holding History

Aris Wealth Services’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
2015
Q3 		$2K Sell
408
-9
-2% -$44 ﹤0.01% 316
2015
Q2 		$2K Buy
+417
New +$2.26K ﹤0.01% 455

Other funds holding AEG

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
TGI
Tradewinds Global Investors Los Angeles, California $81.3M AUM 9.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Aris Wealth Services's AEG Position: Q3 2015 in Review

Aris Wealth Services reduced its Aegon (AEG) stake by 2.2% in Q3 2015, selling an estimated $44 and leaving 408 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #316.

Aris Wealth Services first reported a position in AEG in Q2 2015 and has held it in 2 quarters since. 182 funds tracked by Wall St. Rank hold AEG as of Q3 2015.

  • Aris Wealth Services held 408 shares of Aegon worth $2K as of Q3 2015.
  • Aris Wealth Services sold 9 Aegon shares in Q3 2015, an estimated $44.
  • Aegon made up ﹤0.01% of Aris Wealth Services's portfolio in Q3 2015, its #316 holding.
  • Aris Wealth Services first reported a position in Aegon in Q2 2015 and has held it in 2 quarters since.
  • 182 funds tracked by Wall St. Rank held Aegon as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.