DWM
AEG icon

Destination Wealth Management’s Aegon AEG Stock Holding History

Destination 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
2019
Q3 		– Sell
-16,176
Closed -$71K – 147
2019
Q2 		$71K Buy
16,176
+7,594
+88% +$32.3K ﹤0.01% 227
2019
Q1 		$35K Hold
8,582
– – ﹤0.01% 316
2018
Q4 		$34K Hold
8,582
– – ﹤0.01% 303
2018
Q3 		$47K Sell
8,582
-232
-3% -$1.21K ﹤0.01% 294
2018
Q2 		$44K Sell
8,814
-226
-3% -$1.25K ﹤0.01% 271
2018
Q1 		$50K Buy
+9,040
New +$49.8K ﹤0.01% 254

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Destination Wealth Management's AEG Position: Q3 2019 in Review

Destination Wealth Management sold out of Aegon (AEG) in Q3 2019, closing a stake of 16,176 shares — an estimated $71K sold.

Destination Wealth Management first reported a position in AEG in Q1 2018 and held it in 6 quarters. The position peaked at $71K in Q2 2019. 197 funds tracked by Wall St. Rank hold AEG as of Q3 2019.

  • Destination Wealth Management reported no remaining Aegon position as of Q3 2019 after selling out during the quarter.
  • Destination Wealth Management sold 16,176 Aegon shares in Q3 2019, an estimated $71K.
  • Destination Wealth Management first reported a position in Aegon in Q1 2018 and held it in 6 quarters.
  • Destination Wealth Management's Aegon position peaked at $71K in Q2 2019.
  • 197 funds tracked by Wall St. Rank held Aegon as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.