MGIA
AEG icon

Moneta Group Investment Advisors’s Aegon AEG Stock Holding History

Moneta Group Investment 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
2018
Q2 		– Sell
-148
Closed -$1K – 387
2018
Q1 		$1K Hold
148
– – ﹤0.01% 569
2017
Q4 		$1K Buy
+148
New +$721 ﹤0.01% 402

Other funds holding AEG

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Moneta Group Investment Advisors's AEG Position: Q2 2018 in Review

Moneta Group Investment Advisors sold out of Aegon (AEG) in Q2 2018, closing a stake of 148 shares — an estimated $1K sold.

Moneta Group Investment Advisors first reported a position in AEG in Q4 2017 and held it in 2 quarters. The position peaked at $1K in Q1 2018. 221 funds tracked by Wall St. Rank hold AEG as of Q2 2018.

  • Moneta Group Investment Advisors reported no remaining Aegon position as of Q2 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 148 Aegon shares in Q2 2018, an estimated $1K.
  • Moneta Group Investment Advisors first reported a position in Aegon in Q4 2017 and held it in 2 quarters.
  • Moneta Group Investment Advisors's Aegon position peaked at $1K in Q1 2018.
  • 221 funds tracked by Wall St. Rank held Aegon as of Q2 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.