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FFT Wealth Management’s Aegon AEG Stock Holding History

FFT 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
2017
Q3 		– Sell
-28,093
Closed -$114K – 32
2017
Q2 		$114K Sell
28,093
-1,691
-6% -$6.62K 0.04% 88
2017
Q1 		$118K Buy
29,784
+7,934
+36% +$33.6K 0.04% 88
2016
Q4 		$93K Buy
+21,850
New +$81.3K 0.02% 82

Other funds holding AEG

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $21.7B AUM 41.93% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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 $617B AUM 30.33% 1-Year Est. Return

FFT Wealth Management's AEG Position: Q3 2017 in Review

FFT Wealth Management sold out of Aegon (AEG) in Q3 2017, closing a stake of 28,093 shares — an estimated $114K sold.

FFT Wealth Management first reported a position in AEG in Q4 2016 and held it in 3 quarters. The position peaked at $118K in Q1 2017. 226 funds tracked by Wall St. Rank hold AEG as of Q3 2017.

  • FFT Wealth Management reported no remaining Aegon position as of Q3 2017 after selling out during the quarter.
  • FFT Wealth Management sold 28,093 Aegon shares in Q3 2017, an estimated $114K.
  • FFT Wealth Management first reported a position in Aegon in Q4 2016 and held it in 3 quarters.
  • FFT Wealth Management's Aegon position peaked at $118K in Q1 2017.
  • 226 funds tracked by Wall St. Rank held Aegon as of Q3 2017.

Based on FFT Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.