Girard Partners’s Aegon AEG Stock Holding History

Girard Partners’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
2018 Q4	–	Sell	-507	Closed	-$2K	–	251
2018 Q3	$2K	Buy	+507	New	+$2.64K	﹤0.01%	888

Other funds holding AEG

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

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

MHI

Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

RJA

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

Girard Partners's AEG Position: Q4 2018 in Review

Girard Partners sold out of Aegon (AEG) in Q4 2018, closing a stake of 507 shares — an estimated $2K sold.

Girard Partners first reported a position in AEG in Q3 2018 and held it in 1 quarter. The position peaked at $2K in Q3 2018. 216 funds tracked by Wall St. Rank hold AEG as of Q4 2018.

Girard Partners reported no remaining Aegon position as of Q4 2018 after selling out during the quarter.
Girard Partners sold 507 Aegon shares in Q4 2018, an estimated $2K.
Girard Partners first reported a position in Aegon in Q3 2018 and held it in 1 quarter.
Girard Partners's Aegon position peaked at $2K in Q3 2018.
216 funds tracked by Wall St. Rank held Aegon as of Q4 2018.

Based on Girard Partners's 13F filing for Q4 2018, filed 11 Feb 2019.