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Cypress Wealth Advisors’s Aegon AEG Stock Holding History

Cypress Wealth Advisors’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
2017
Q2 		– Sell
-36,378
Closed -$144K – 86
2017
Q1 		$144K Sell
36,378
-572
-2% -$2.43K 0.07% 205
2016
Q4 		$157K Hold
36,950
– – 0.07% 198
2016
Q3 		$110K Buy
+36,950
New +$110K 0.05% 199

Other funds holding AEG

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cypress Wealth Advisors's AEG Position: Q2 2017 in Review

Cypress Wealth Advisors sold out of Aegon (AEG) in Q2 2017, closing a stake of 36,378 shares — an estimated $144K sold.

Cypress Wealth Advisors first reported a position in AEG in Q3 2016 and held it in 3 quarters. The position peaked at $157K in Q4 2016. 222 funds tracked by Wall St. Rank hold AEG as of Q2 2017.

  • Cypress Wealth Advisors reported no remaining Aegon position as of Q2 2017 after selling out during the quarter.
  • Cypress Wealth Advisors sold 36,378 Aegon shares in Q2 2017, an estimated $144K.
  • Cypress Wealth Advisors first reported a position in Aegon in Q3 2016 and held it in 3 quarters.
  • Cypress Wealth Advisors's Aegon position peaked at $157K in Q4 2016.
  • 222 funds tracked by Wall St. Rank held Aegon as of Q2 2017.

Based on Cypress Wealth Advisors's 13F filing for Q2 2017, filed 16 Aug 2017.