KWM
AEG icon

Kingsview Wealth Management’s Aegon AEG Stock Holding History

Kingsview Wealth 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
Q4 		– Sell
-11,786
Closed -$45K – 493
2019
Q3 		$45K Sell
11,786
-6,896
-37% -$27.5K 0.01% 414
2019
Q2 		$82K Buy
18,682
+500
+3% +$2.13K 0.01% 402
2019
Q1 		$75K Buy
18,182
+3,502
+24% +$15.3K 0.01% 438
2018
Q4 		$58K Sell
14,680
-1,867
-11% -$9.11K 0.01% 346
2018
Q3 		$91K Buy
16,547
+991
+6% +$5.15K 0.02% 344
2018
Q2 		$77K Buy
+15,556
New +$85.7K 0.02% 311
2017
Q4 		– Sell
-17,400
Closed -$82K – 392
2017
Q3 		$82K Buy
+17,400
New +$78.9K 0.04% 271

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

Kingsview Wealth Management's AEG Position: Q4 2019 in Review

Kingsview Wealth Management sold out of Aegon (AEG) in Q4 2019, closing a stake of 11,786 shares — an estimated $45K sold.

Kingsview Wealth Management first reported a position in AEG in Q3 2017 and held it in 7 quarters. The position peaked at $91K in Q3 2018. 205 funds tracked by Wall St. Rank hold AEG as of Q4 2019.

  • Kingsview Wealth Management reported no remaining Aegon position as of Q4 2019 after selling out during the quarter.
  • Kingsview Wealth Management sold 11,786 Aegon shares in Q4 2019, an estimated $45K.
  • Kingsview Wealth Management first reported a position in Aegon in Q3 2017 and held it in 7 quarters.
  • Kingsview Wealth Management's Aegon position peaked at $91K in Q3 2018.
  • 205 funds tracked by Wall St. Rank held Aegon as of Q4 2019.

Based on Kingsview Wealth Management's 13F filing for Q4 2019, filed 30 Jan 2020.