Mount Yale Investment Advisors’s Aegon AEG Stock Holding History

Mount Yale 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
2020 Q2	–	Sell	-52,046	Closed	-$120K	–	333
2020 Q1	$120K	Buy	+52,046	New	+$173K	0.03%	281
2019 Q4	–	Sell	-43,728	Closed	-$188K	–	322
2019 Q3	$188K	Buy	+43,728	New	+$174K	0.03%	297
2018 Q4	–	Sell	-6,800	Closed	-$37K	–	321
2018 Q3	$37K	Sell	6,800 -184	-3%	-$956	0.01%	663
2018 Q2	$34K	Sell	6,984 -425	-6%	-$2.34K	0.01%	704
2018 Q1	$41K	Buy	+7,409	New	+$40.8K	0.01%	649

Other funds holding AEG

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mount Yale Investment Advisors's AEG Position: Q2 2020 in Review

Mount Yale Investment Advisors sold out of Aegon (AEG) in Q2 2020, closing a stake of 52,046 shares — an estimated $120K sold.

Mount Yale Investment Advisors first reported a position in AEG in Q1 2018 and held it in 5 quarters. The position peaked at $188K in Q3 2019. 188 funds tracked by Wall St. Rank hold AEG as of Q2 2020.

Mount Yale Investment Advisors reported no remaining Aegon position as of Q2 2020 after selling out during the quarter.
Mount Yale Investment Advisors sold 52,046 Aegon shares in Q2 2020, an estimated $120K.
Mount Yale Investment Advisors first reported a position in Aegon in Q1 2018 and held it in 5 quarters.
Mount Yale Investment Advisors's Aegon position peaked at $188K in Q3 2019.
188 funds tracked by Wall St. Rank held Aegon as of Q2 2020.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2020, filed 9 Jul 2020.