IP
AEK.CL

Intellectus Partners’s Aegon NV AEK.CL Stock Holding History

Intellectus Partners’s Portfolio AEK.CL Stock Details AEK.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-66
Closed -$2K – 728
2016
Q4 		$2K Buy
+66
New +$1.74K ﹤0.01% 654

Other funds holding AEK.CL

KIA
KCM Investment Advisors Greenbrae, California $3.37B AUM 30.24% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
GA
Geneva Advisors Chicago, Illinois $5.81B AUM 23.71% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
CL
CPWM LLC Seattle, Washington $1.06B AUM 14.49% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

Intellectus Partners's AEK.CL Position: Q1 2017 in Review

Intellectus Partners sold out of Aegon NV (AEK.CL) in Q1 2017, closing a stake of 66 shares — an estimated $2K sold.

Intellectus Partners first reported a position in AEK.CL in Q4 2016 and held it in 1 quarter. The position peaked at $2K in Q4 2016. 6 funds tracked by Wall St. Rank hold AEK.CL as of Q1 2017.

  • Intellectus Partners reported no remaining Aegon NV position as of Q1 2017 after selling out during the quarter.
  • Intellectus Partners sold 66 Aegon NV shares in Q1 2017, an estimated $2K.
  • Intellectus Partners first reported a position in Aegon NV in Q4 2016 and held it in 1 quarter.
  • Intellectus Partners's Aegon NV position peaked at $2K in Q4 2016.
  • 6 funds tracked by Wall St. Rank held Aegon NV as of Q1 2017.

Based on Intellectus Partners's 13F filing for Q1 2017, filed 8 May 2017.