NFG
AEG icon

Nations Financial Group’s Aegon AEG Stock Holding History

Nations Financial Group’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
Q3 		– Sell
-24,506
Closed -$108K – 289
2019
Q2 		$108K Buy
+24,506
New +$104K 0.07% 170
2018
Q4 		– Sell
-14,827
Closed -$82K – 165
2018
Q3 		$82K Sell
14,827
-141
-0.9% -$733 0.06% 166
2018
Q2 		$74K Buy
14,968
+2,322
+18% +$12.8K 0.06% 159
2018
Q1 		$70K Buy
+12,646
New +$69.7K 0.06% 149
2016
Q4 		– Sell
-29,116
Closed -$86K – 141
2016
Q3 		$86K Sell
29,116
-1,009
-3% -$3.01K 0.09% 159
2016
Q2 		$90K Buy
30,125
+6,257
+26% +$23.5K 0.09% 149
2016
Q1 		$94K Hold
23,868
– – 0.11% 141
2015
Q4 		$97K Buy
+23,868
New +$102K 0.13% 125

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Nations Financial Group's AEG Position: Q3 2019 in Review

Nations Financial Group sold out of Aegon (AEG) in Q3 2019, closing a stake of 24,506 shares — an estimated $108K sold.

Nations Financial Group first reported a position in AEG in Q4 2015 and held it in 8 quarters. The position peaked at $108K in Q2 2019. 197 funds tracked by Wall St. Rank hold AEG as of Q3 2019.

  • Nations Financial Group reported no remaining Aegon position as of Q3 2019 after selling out during the quarter.
  • Nations Financial Group sold 24,506 Aegon shares in Q3 2019, an estimated $108K.
  • Nations Financial Group first reported a position in Aegon in Q4 2015 and held it in 8 quarters.
  • Nations Financial Group's Aegon position peaked at $108K in Q2 2019.
  • 197 funds tracked by Wall St. Rank held Aegon as of Q3 2019.

Based on Nations Financial Group's 13F filing for Q3 2019, filed 8 Nov 2019.