FPFS
AEG icon

First Personal Financial Services’s Aegon AEG Stock Holding History

First Personal Financial Services’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
Q4 		– Sell
-202
Closed -$1K – 390
2015
Q3 		$1K Sell
202
-4
-2% -$19 ﹤0.01% 419
2015
Q2 		$2K Sell
206
-4
-2% -$22 ﹤0.01% 378
2015
Q1 		$2K Hold
210
– – ﹤0.01% 413
2014
Q4 		$1K Buy
+210
New +$1.13K ﹤0.01% 394

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
SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Personal Financial Services's AEG Position: Q4 2015 in Review

First Personal Financial Services sold out of Aegon (AEG) in Q4 2015, closing a stake of 202 shares — an estimated $1K sold.

First Personal Financial Services first reported a position in AEG in Q4 2014 and held it in 4 quarters. The position peaked at $2K in Q2 2015. 174 funds tracked by Wall St. Rank hold AEG as of Q4 2015.

  • First Personal Financial Services reported no remaining Aegon position as of Q4 2015 after selling out during the quarter.
  • First Personal Financial Services sold 202 Aegon shares in Q4 2015, an estimated $1K.
  • First Personal Financial Services first reported a position in Aegon in Q4 2014 and held it in 4 quarters.
  • First Personal Financial Services's Aegon position peaked at $2K in Q2 2015.
  • 174 funds tracked by Wall St. Rank held Aegon as of Q4 2015.

Based on First Personal Financial Services's 13F filing for Q4 2015, filed 26 Jan 2016.