Atwood & Palmer’s Aegon AEG Stock Holding History

Atwood & Palmer’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 Q4	–	Sell	-1,464	Closed	-$6K	–	397
2015 Q3	$6K	Sell	1,464 -248	-14%	-$1.2K	﹤0.01%	370
2015 Q2	$9K	Buy	+1,712	New	+$9.28K	﹤0.01%	299

Other funds holding AEG

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

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

SAC

Smith Affiliated Capital New York $86.5B AUM 5.91% 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Atwood & Palmer's AEG Position: Q4 2015 in Review

Atwood & Palmer sold out of Aegon (AEG) in Q4 2015, closing a stake of 1,464 shares — an estimated $6K sold.

Atwood & Palmer first reported a position in AEG in Q2 2015 and held it in 2 quarters. The position peaked at $9K in Q2 2015. 174 funds tracked by Wall St. Rank hold AEG as of Q4 2015.

Atwood & Palmer reported no remaining Aegon position as of Q4 2015 after selling out during the quarter.
Atwood & Palmer sold 1,464 Aegon shares in Q4 2015, an estimated $6K.
Atwood & Palmer first reported a position in Aegon in Q2 2015 and held it in 2 quarters.
Atwood & Palmer's Aegon position peaked at $9K in Q2 2015.
174 funds tracked by Wall St. Rank held Aegon as of Q4 2015.

Based on Atwood & Palmer's 13F filing for Q4 2015, filed 28 Jan 2016.