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Boston Private Bank & Trust’s Aegon AEG Stock Holding History

Boston Private Bank & Trust’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
Q1 		$4K Hold
795
– – ﹤0.01% 910
2014
Q4 		$4K Sell
795
-4,140
-84% -$22.3K ﹤0.01% 979
2014
Q3 		$28K Buy
4,935
+3,714
+304% +$21K ﹤0.01% 704
2014
Q2 		$7K Sell
1,221
-178
-13% -$1.07K ﹤0.01% 853
2014
Q1 		$9K Hold
1,399
– – ﹤0.01% 860
2013
Q4 		$9K Buy
1,399
+984
+237% +$5.6K ﹤0.01% 849
2013
Q3 		$2K Hold
415
– – ﹤0.01% 927
2013
Q2 		$2K Buy
+415
New +$1.83K ﹤0.01% 903

Other funds holding AEG

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 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 $3.8B AUM 23.19% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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

Boston Private Bank & Trust's AEG Position: Q1 2015 in Review

Boston Private Bank & Trust held its Aegon (AEG) position steady in Q1 2015 at 795 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #910.

Boston Private Bank & Trust first reported a position in AEG in Q2 2013 and has held it in 8 quarters since. The position peaked at $28K in Q3 2014. 185 funds tracked by Wall St. Rank hold AEG as of Q1 2015.

  • Boston Private Bank & Trust held 795 shares of Aegon worth $4K as of Q1 2015.
  • Boston Private Bank & Trust left its Aegon share count unchanged in Q1 2015.
  • Aegon made up ﹤0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #910 holding.
  • Boston Private Bank & Trust first reported a position in Aegon in Q2 2013 and has held it in 8 quarters since.
  • Boston Private Bank & Trust's Aegon position peaked at $28K in Q3 2014.
  • 185 funds tracked by Wall St. Rank held Aegon as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.