EWM
AEG icon

Elite Wealth Management’s Aegon AEG Stock Holding History

Elite 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
2016
Q3 		$28K Buy
+9,540
New +$28.5K 0.05% 78

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Elite Wealth Management's AEG Position: Q3 2016 in Review

Elite Wealth Management opened a new position in Aegon (AEG) in Q3 2016: 9,540 shares worth $28K. The stake represents 0.05% of the portfolio and ranks #78 among its holdings.

190 funds tracked by Wall St. Rank hold AEG as of Q3 2016.

  • Elite Wealth Management held 9,540 shares of Aegon worth $28K as of Q3 2016.
  • Aegon was a new Elite Wealth Management position in Q3 2016.
  • Aegon made up 0.05% of Elite Wealth Management's portfolio in Q3 2016, its #78 holding.
  • 190 funds tracked by Wall St. Rank held Aegon as of Q3 2016.

Based on Elite Wealth Management's 13F filing for Q3 2016, filed 23 Nov 2016.