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Baldwin Wealth Partners’s Aegon AEG Stock Holding History

Baldwin Wealth 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
2019
Q2 		– Sell
-2
Closed – – 507
2019
Q1 		$0 Hold
2
– – ﹤0.01% 506
2018
Q4 		$0 Hold
2
– – ﹤0.01% 502
2018
Q3 		$0 Hold
2
– – ﹤0.01% 515
2018
Q2 		$0 Hold
2
– – ﹤0.01% 508
2018
Q1 		$0 Hold
2
– – ﹤0.01% 485
2017
Q4 		$0 Hold
2
– – ﹤0.01% 471
2017
Q3 		$0 Sell
2
-1
-33% -$5 ﹤0.01% 478
2017
Q2 		$0 Hold
3
– – ﹤0.01% 472
2017
Q1 		$0 Hold
3
– – ﹤0.01% 489
2016
Q4 		$0 Hold
3
– – ﹤0.01% 509
2016
Q3 		$0 Hold
3
– – ﹤0.01% 530
2016
Q2 		$0 Hold
3
– – ﹤0.01% 454
2016
Q1 		$0 Buy
+3
New +$12 ﹤0.01% 489

Other funds holding AEG

Dodge & Cox
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Northern Trust
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

Baldwin Wealth Partners's AEG Position: Q2 2019 in Review

Baldwin Wealth Partners sold out of Aegon (AEG) in Q2 2019, closing a stake of 2 shares.

Baldwin Wealth Partners first reported a position in AEG in Q1 2016 and held it in 13 quarters. The position peaked at $0 in Q1 2019. 205 funds tracked by Wall St. Rank hold AEG as of Q2 2019.

  • Baldwin Wealth Partners reported no remaining Aegon position as of Q2 2019 after selling out during the quarter.
  • Baldwin Wealth Partners sold 2 Aegon shares in Q2 2019.
  • Baldwin Wealth Partners first reported a position in Aegon in Q1 2016 and held it in 13 quarters.
  • Baldwin Wealth Partners's Aegon position peaked at $0 in Q1 2019.
  • 205 funds tracked by Wall St. Rank held Aegon as of Q2 2019.

Based on Baldwin Wealth Partners's 13F filing for Q2 2019, filed 19 Jul 2019.