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Legacy Financial Advisors’s Aegon AEG Stock Holding History

Legacy Financial 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
Q1 		– Sell
-5,899
Closed -$23K – 1051
2018
Q4 		$23K Hold
5,899
– – 0.01% 376
2018
Q3 		$32K Sell
5,899
-159
-3% -$827 0.01% 300
2018
Q2 		$30K Sell
6,058
-155
-2% -$854 0.01% 314
2018
Q1 		$35K Hold
6,213
– – 0.01% 287
2017
Q4 		$31K Buy
+6,213
New +$30.3K 0.01% 302

Other funds holding AEG

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Legacy Financial Advisors's AEG Position: Q1 2019 in Review

Legacy Financial Advisors sold out of Aegon (AEG) in Q1 2019, closing a stake of 5,899 shares — an estimated $23K sold.

Legacy Financial Advisors first reported a position in AEG in Q4 2017 and held it in 5 quarters. The position peaked at $35K in Q1 2018. 212 funds tracked by Wall St. Rank hold AEG as of Q1 2019.

  • Legacy Financial Advisors reported no remaining Aegon position as of Q1 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 5,899 Aegon shares in Q1 2019, an estimated $23K.
  • Legacy Financial Advisors first reported a position in Aegon in Q4 2017 and held it in 5 quarters.
  • Legacy Financial Advisors's Aegon position peaked at $35K in Q1 2018.
  • 212 funds tracked by Wall St. Rank held Aegon as of Q1 2019.

Based on Legacy Financial Advisors's 13F filing for Q1 2019, filed 14 May 2019.