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MinichMacGregor Wealth Management’s Aegon AEG Stock Holding History

MinichMacGregor 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
2016
Q1 		– Sell
-403
Closed -$2K – 428
2015
Q4 		$2K Buy
+403
New +$1.72K ﹤0.01% 326

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
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

MinichMacGregor Wealth Management's AEG Position: Q1 2016 in Review

MinichMacGregor Wealth Management sold out of Aegon (AEG) in Q1 2016, closing a stake of 403 shares — an estimated $2K sold.

MinichMacGregor Wealth Management first reported a position in AEG in Q4 2015 and held it in 1 quarter. The position peaked at $2K in Q4 2015. 182 funds tracked by Wall St. Rank hold AEG as of Q1 2016.

  • MinichMacGregor Wealth Management reported no remaining Aegon position as of Q1 2016 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 403 Aegon shares in Q1 2016, an estimated $2K.
  • MinichMacGregor Wealth Management first reported a position in Aegon in Q4 2015 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's Aegon position peaked at $2K in Q4 2015.
  • 182 funds tracked by Wall St. Rank held Aegon as of Q1 2016.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2016, filed 28 Jun 2018.