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Kavar Capital Partners Group’s Aegon AEG Stock Holding History

Kavar Capital Partners Group’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
2015
Q4 		– Sell
-349
Closed -$1K – 476
2015
Q3 		$1K Buy
349
+42
+14% +$203 ﹤0.01% 382
2015
Q2 		$1K Buy
+307
New +$1.67K ﹤0.01% 414
2014
Q2 		– Sell
-237
Closed -$1K – 136
2014
Q1 		$1K Sell
237
-61
-20% -$372 ﹤0.01% 416
2013
Q4 		$1K Buy
+298
New +$1.7K ﹤0.01% 404

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
SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 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

Kavar Capital Partners Group's AEG Position: Q4 2015 in Review

Kavar Capital Partners Group sold out of Aegon (AEG) in Q4 2015, closing a stake of 349 shares — an estimated $1K sold.

Kavar Capital Partners Group first reported a position in AEG in Q4 2013 and held it in 4 quarters. The position peaked at $1K in Q3 2015. 174 funds tracked by Wall St. Rank hold AEG as of Q4 2015.

  • Kavar Capital Partners Group reported no remaining Aegon position as of Q4 2015 after selling out during the quarter.
  • Kavar Capital Partners Group sold 349 Aegon shares in Q4 2015, an estimated $1K.
  • Kavar Capital Partners Group first reported a position in Aegon in Q4 2013 and held it in 4 quarters.
  • Kavar Capital Partners Group's Aegon position peaked at $1K in Q3 2015.
  • 174 funds tracked by Wall St. Rank held Aegon as of Q4 2015.

Based on Kavar Capital Partners Group's 13F filing for Q4 2015, filed 1 May 2019.