IFAM
AEG icon

Institutional & Family Asset Management’s Aegon AEG Stock Holding History

Institutional & Family Asset 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
2019
Q1 		– Sell
-13,097
Closed -$52K – 838
2018
Q4 		$52K Sell
13,097
-1,558
-11% -$7.6K 0.01% 315
2018
Q3 		$81K Sell
14,655
-2,693
-16% -$14K 0.02% 298
2018
Q2 		$86K Sell
17,348
-1,627
-9% -$8.96K 0.02% 290
2018
Q1 		$104K Buy
+18,975
New +$105K 0.02% 235

Other funds holding AEG

Dodge & Cox
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
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Institutional & Family Asset Management's AEG Position: Q1 2019 in Review

Institutional & Family Asset Management sold out of Aegon (AEG) in Q1 2019, closing a stake of 13,097 shares — an estimated $52K sold.

Institutional & Family Asset Management first reported a position in AEG in Q1 2018 and held it in 4 quarters. The position peaked at $104K in Q1 2018. 212 funds tracked by Wall St. Rank hold AEG as of Q1 2019.

  • Institutional & Family Asset Management reported no remaining Aegon position as of Q1 2019 after selling out during the quarter.
  • Institutional & Family Asset Management sold 13,097 Aegon shares in Q1 2019, an estimated $52K.
  • Institutional & Family Asset Management first reported a position in Aegon in Q1 2018 and held it in 4 quarters.
  • Institutional & Family Asset Management's Aegon position peaked at $104K in Q1 2018.
  • 212 funds tracked by Wall St. Rank held Aegon as of Q1 2019.

Based on Institutional & Family Asset Management's 13F filing for Q1 2019, filed 13 May 2019.