First Command Bank’s Aegon AEG Stock Holding History

First Command Bank’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 Q4	–	Sell	-361	Closed	-$1K	–	360
2019 Q3	$1K	Sell	361 -14	-4%	-$56	﹤0.01%	367
2019 Q2	$2K	Sell	375 -14	-4%	-$60	﹤0.01%	390
2019 Q1	$2K	Hold	389	–	–	﹤0.01%	397
2018 Q4	$2K	Hold	389	–	–	﹤0.01%	390
2018 Q3	$2K	Sell	389 -10	-3%	-$52	﹤0.01%	363
2018 Q2	$2K	Sell	399 -10	-2%	-$55	﹤0.01%	383
2018 Q1	$2.25K	Hold	409	–	–	﹤0.01%	407
2017 Q4	$2K	Hold	409	–	–	﹤0.01%	393
2017 Q3	$2K	Sell	409 -12	-3%	-$54	﹤0.01%	385
2017 Q2	$2K	Sell	421 -12	-3%	-$47	﹤0.01%	392
2017 Q1	$2K	Hold	433	–	–	﹤0.01%	364
2016 Q4	$2K	Buy	+433	New	+$1.61K	﹤0.01%	370

Other funds holding AEG

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

First Command Bank's AEG Position: Q4 2019 in Review

First Command Bank sold out of Aegon (AEG) in Q4 2019, closing a stake of 361 shares — an estimated $1K sold.

First Command Bank first reported a position in AEG in Q4 2016 and held it in 12 quarters. The position peaked at $2.25K in Q1 2018. 205 funds tracked by Wall St. Rank hold AEG as of Q4 2019.

First Command Bank reported no remaining Aegon position as of Q4 2019 after selling out during the quarter.
First Command Bank sold 361 Aegon shares in Q4 2019, an estimated $1K.
First Command Bank first reported a position in Aegon in Q4 2016 and held it in 12 quarters.
First Command Bank's Aegon position peaked at $2.25K in Q1 2018.
205 funds tracked by Wall St. Rank held Aegon as of Q4 2019.

Based on First Command Bank's 13F filing for Q4 2019, filed 14 Jan 2020.