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MYCIO Wealth Partners’s Aegon AEG Stock Holding History

MYCIO Wealth Partners’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
Q4 		– Sell
-211
Closed -$1K – 225
2016
Q3 		$1K Sell
211
-7
-3% -$21 ﹤0.01% 792
2016
Q2 		$1K Sell
218
-89
-29% -$335 ﹤0.01% 984
2016
Q1 		$2K Buy
307
+82
+36% +$317 ﹤0.01% 687
2015
Q4 		$1K Sell
225
-320
-59% -$1.36K ﹤0.01% 688
2015
Q3 		$2K Buy
545
+315
+137% +$1.52K ﹤0.01% 743
2015
Q2 		$1K Sell
230
-5
-2% -$27 ﹤0.01% 667
2015
Q1 		$1K Hold
235
– – ﹤0.01% 627
2014
Q4 		$1K Hold
235
– – ﹤0.01% 599
2014
Q3 		$1K Sell
235
-4
-2% -$23 ﹤0.01% 594
2014
Q2 		$1K Hold
239
– – ﹤0.01% 604
2014
Q1 		$1K Hold
239
– – ﹤0.01% 597
2013
Q4 		$2K Buy
+239
New +$1.36K ﹤0.01% 544

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

MYCIO Wealth Partners's AEG Position: Q4 2016 in Review

MYCIO Wealth Partners sold out of Aegon (AEG) in Q4 2016, closing a stake of 211 shares — an estimated $1K sold.

MYCIO Wealth Partners first reported a position in AEG in Q4 2013 and held it in 12 quarters. The position peaked at $2K in Q1 2016. 210 funds tracked by Wall St. Rank hold AEG as of Q4 2016.

  • MYCIO Wealth Partners reported no remaining Aegon position as of Q4 2016 after selling out during the quarter.
  • MYCIO Wealth Partners sold 211 Aegon shares in Q4 2016, an estimated $1K.
  • MYCIO Wealth Partners first reported a position in Aegon in Q4 2013 and held it in 12 quarters.
  • MYCIO Wealth Partners's Aegon position peaked at $2K in Q1 2016.
  • 210 funds tracked by Wall St. Rank held Aegon as of Q4 2016.

Based on MYCIO Wealth Partners's 13F filing for Q4 2016, filed 1 Feb 2017.