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JP Morgan Private Wealth Advisors’s Aegon AEG Stock Holding History

JP Morgan Private Wealth Advisors’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
Q4 		– Sell
-30,404
Closed -$116K – 1467
2019
Q3 		$116K Sell
30,404
-1,777
-6% -$7.08K ﹤0.01% 1388
2019
Q2 		$141K Buy
32,181
+482
+2% +$2.05K ﹤0.01% 1321
2019
Q1 		$130K Buy
+31,699
New +$138K ﹤0.01% 1401
2018
Q3 		– Sell
-46,287
Closed -$229K – 1572
2018
Q2 		$229K Sell
46,287
-17,973
-28% -$99K ﹤0.01% 1307
2018
Q1 		$354K Sell
64,260
-43,269
-40% -$238K ﹤0.01% 988
2017
Q4 		$551K Sell
107,529
-73,948
-41% -$360K ﹤0.01% 834
2017
Q3 		$855K Sell
181,477
-22,838
-11% -$104K 0.01% 674
2017
Q2 		$826K Buy
204,315
+70,501
+53% +$276K 0.01% 667
2017
Q1 		$528K Buy
133,814
+33,692
+34% +$143K ﹤0.01% 827
2016
Q4 		$426K Buy
100,122
+8,256
+9% +$30.7K ﹤0.01% 863
2016
Q3 		$273K Sell
91,866
-5,382
-6% -$16.1K ﹤0.01% 1029
2016
Q2 		$290K Buy
97,248
+1,725
+2% +$6.48K ﹤0.01% 995
2016
Q1 		$378K Buy
95,523
+15,499
+19% +$60K ﹤0.01% 858
2015
Q4 		$326K Buy
80,024
+26,033
+48% +$111K ﹤0.01% 831
2015
Q3 		$223K Buy
53,991
+14,236
+36% +$68.8K ﹤0.01% 903
2015
Q2 		$207K Buy
39,755
+7,928
+25% +$43K ﹤0.01% 964
2015
Q1 		$174K Buy
31,827
+2,166
+7% +$11.3K ﹤0.01% 1058
2014
Q4 		$154K Buy
29,661
+1,969
+7% +$10.6K ﹤0.01% 1022
2014
Q3 		$157K Buy
27,692
+352
+1% +$1.99K ﹤0.01% 1006
2014
Q2 		$163K Buy
+27,340
New +$165K ﹤0.01% 846

Other funds holding AEG

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Private Wealth Advisors's AEG Position: Q4 2019 in Review

JP Morgan Private Wealth Advisors sold out of Aegon (AEG) in Q4 2019, closing a stake of 30,404 shares — an estimated $116K sold.

JP Morgan Private Wealth Advisors first reported a position in AEG in Q2 2014 and held it in 20 quarters. The position peaked at $855K in Q3 2017. 205 funds tracked by Wall St. Rank hold AEG as of Q4 2019.

  • JP Morgan Private Wealth Advisors reported no remaining Aegon position as of Q4 2019 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 30,404 Aegon shares in Q4 2019, an estimated $116K.
  • JP Morgan Private Wealth Advisors first reported a position in Aegon in Q2 2014 and held it in 20 quarters.
  • JP Morgan Private Wealth Advisors's Aegon position peaked at $855K in Q3 2017.
  • 205 funds tracked by Wall St. Rank held Aegon as of Q4 2019.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.