CWM
AEG icon

Cornerstone Wealth Management’s Aegon AEG Stock Holding History

Cornerstone Wealth Management’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
-9,138
Closed -$1.41M – 344
2018
Q3 		$1.41M Buy
9,138
+7,672
+523% +$39.9K 0.02% 615
2018
Q2 		$208K Buy
+1,466
New +$8.07K ﹤0.01% 1313

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
MHI
Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return
Arrowstreet Capital
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
Morgan Stanley New York $1.66T AUM 25.57% 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

Cornerstone Wealth Management's AEG Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of Aegon (AEG) in Q4 2018, closing a stake of 9,138 shares — an estimated $1.41M sold.

Cornerstone Wealth Management first reported a position in AEG in Q2 2018 and held it in 2 quarters. The position peaked at $1.41M in Q3 2018. 216 funds tracked by Wall St. Rank hold AEG as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Aegon position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 9,138 Aegon shares in Q4 2018, an estimated $1.41M.
  • Cornerstone Wealth Management first reported a position in Aegon in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's Aegon position peaked at $1.41M in Q3 2018.
  • 216 funds tracked by Wall St. Rank held Aegon as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.