Avantax Planning Partners’s Aegon AEG Stock Holding History

Avantax Planning Partners’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 Q4	–	Sell	-3,018	Closed	-$17K	–	289
2018 Q3	$17K	Buy	+3,018	New	+$15.7K	﹤0.01%	737
2018 Q2	–	Sell	-7,919	Closed	-$44K	–	255
2018 Q1	$44K	Buy	+7,919	New	+$43.6K	﹤0.01%	553
2017 Q1	–	Sell	-14,636	Closed	-$62K	–	334
2016 Q4	$62K	Buy	+14,636	New	+$54.5K	0.01%	310

Other funds holding AEG

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

MHI

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

BIP

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

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

Avantax Planning Partners's AEG Position: Q4 2018 in Review

Avantax Planning Partners sold out of Aegon (AEG) in Q4 2018, closing a stake of 3,018 shares — an estimated $17K sold.

Avantax Planning Partners first reported a position in AEG in Q4 2016 and held it in 3 quarters. The position peaked at $62K in Q4 2016. 216 funds tracked by Wall St. Rank hold AEG as of Q4 2018.

Avantax Planning Partners reported no remaining Aegon position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 3,018 Aegon shares in Q4 2018, an estimated $17K.
Avantax Planning Partners first reported a position in Aegon in Q4 2016 and held it in 3 quarters.
Avantax Planning Partners's Aegon position peaked at $62K in Q4 2016.
216 funds tracked by Wall St. Rank held Aegon as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.