LTI
AEK.CL

Laffer Tengler Investments’s Aegon NV AEK.CL Stock Holding History

Laffer Tengler Investments’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
2015
Q2 		– Sell
-7,479
Closed -$213K – 266
2015
Q1 		$213K Buy
+7,479
New +$213K 0.03% 189
2014
Q4 		– Sell
-6,493
Closed -$184K – 186
2014
Q3 		$185K Buy
6,493
+2,348
+57% +$67.3K 0.03% 184
2014
Q2 		$121K Buy
4,145
+1,703
+70% +$48.8K 0.02% 186
2014
Q1 		$70.6K Buy
2,442
+792
+48% +$22.3K 0.01% 193
2013
Q4 		$46.5K Buy
+1,650
New +$45.1K 0.01% 208
2013
Q3 		– Hold
0
– – – 200

Other funds holding AEK.CL

MCC
Mid Continent Capital Chicago, Illinois $1.54B AUM 0.7% 1-Year Est. Return
KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return

Laffer Tengler Investments's AEK.CL Position: Q2 2015 in Review

Laffer Tengler Investments sold out of Aegon NV (AEK.CL) in Q2 2015, closing a stake of 7,479 shares — an estimated $213K sold.

Laffer Tengler Investments first reported a position in AEK.CL in Q4 2013 and held it in 5 quarters. The position peaked at $213K in Q1 2015. 8 funds tracked by Wall St. Rank hold AEK.CL as of Q2 2015.

  • Laffer Tengler Investments reported no remaining Aegon NV position as of Q2 2015 after selling out during the quarter.
  • Laffer Tengler Investments sold 7,479 Aegon NV shares in Q2 2015, an estimated $213K.
  • Laffer Tengler Investments first reported a position in Aegon NV in Q4 2013 and held it in 5 quarters.
  • Laffer Tengler Investments's Aegon NV position peaked at $213K in Q1 2015.
  • 8 funds tracked by Wall St. Rank held Aegon NV as of Q2 2015.

Based on Laffer Tengler Investments's 13F filing for Q2 2015, filed 14 Aug 2015.