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Evercore Wealth Management’s Aegon AEG Stock Holding History

Evercore 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
2015
Q2 		– Sell
-5,901
Closed -$32K – 1057
2015
Q1 		$32K Buy
+5,901
New +$30.9K ﹤0.01% 695

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
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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

Evercore Wealth Management's AEG Position: Q2 2015 in Review

Evercore Wealth Management sold out of Aegon (AEG) in Q2 2015, closing a stake of 5,901 shares — an estimated $32K sold.

Evercore Wealth Management first reported a position in AEG in Q1 2015 and held it in 1 quarter. The position peaked at $32K in Q1 2015. 180 funds tracked by Wall St. Rank hold AEG as of Q2 2015.

  • Evercore Wealth Management reported no remaining Aegon position as of Q2 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 5,901 Aegon shares in Q2 2015, an estimated $32K.
  • Evercore Wealth Management first reported a position in Aegon in Q1 2015 and held it in 1 quarter.
  • Evercore Wealth Management's Aegon position peaked at $32K in Q1 2015.
  • 180 funds tracked by Wall St. Rank held Aegon as of Q2 2015.

Based on Evercore Wealth Management's 13F filing for Q2 2015, filed 6 Aug 2015.