IF
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IRON Financial’s Aegon AEG Stock Holding History

IRON Financial’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
2016
Q2 		– Sell
-21,437
Closed -$85K – 72
2016
Q1 		$85K Buy
+21,437
New +$82.9K 0.09% 77
2015
Q4 		– Sell
-21,444
Closed -$89K – 92
2015
Q3 		$89K Buy
21,444
+4,135
+24% +$20K 0.06% 81
2015
Q2 		$90K Buy
17,309
+637
+4% +$3.45K 0.08% 70
2015
Q1 		$91K Sell
16,672
-918
-5% -$4.8K 0.07% 69
2014
Q4 		$911 Buy
17,590
+1,853
+12% +$9.99K 0.09% 77
2014
Q3 		$89K Sell
15,737
-6
-0% -$34 0.11% 65
2014
Q2 		$94K Sell
15,743
-1,457
-8% -$8.78K 0.08% 78
2014
Q1 		$107K Sell
17,200
-236
-1% -$1.44K 0.08% 69
2013
Q4 		$112K Buy
+17,436
New +$99.2K 0.11% 38

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
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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

IRON Financial's AEG Position: Q2 2016 in Review

IRON Financial sold out of Aegon (AEG) in Q2 2016, closing a stake of 21,437 shares — an estimated $85K sold.

IRON Financial first reported a position in AEG in Q4 2013 and held it in 9 quarters. The position peaked at $112K in Q4 2013. 176 funds tracked by Wall St. Rank hold AEG as of Q2 2016.

  • IRON Financial reported no remaining Aegon position as of Q2 2016 after selling out during the quarter.
  • IRON Financial sold 21,437 Aegon shares in Q2 2016, an estimated $85K.
  • IRON Financial first reported a position in Aegon in Q4 2013 and held it in 9 quarters.
  • IRON Financial's Aegon position peaked at $112K in Q4 2013.
  • 176 funds tracked by Wall St. Rank held Aegon as of Q2 2016.

Based on IRON Financial's 13F filing for Q2 2016, filed 28 Jul 2016.