NCM
AEV.CL

Nelson Capital Management’s Aegon NV Perpetual Cap Sec (Netherlands) AEV.CL Stock Holding History

Nelson Capital Management’s Portfolio AEV.CL Stock Details AEV.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-1,150
Closed -$29K – 234
2013
Q2 		$29K Buy
+1,150
New +$29.1K 0.01% 124

Other funds holding AEV.CL

GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
SAM
Solaris Asset Management New York $12.8M AUM 28.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

Nelson Capital Management's AEV.CL Position: Q3 2013 in Review

Nelson Capital Management sold out of Aegon NV Perpetual Cap Sec (Netherlands) (AEV.CL) in Q3 2013, closing a stake of 1,150 shares — an estimated $29K sold.

Nelson Capital Management first reported a position in AEV.CL in Q2 2013 and held it in 1 quarter. The position peaked at $29K in Q2 2013. 4 funds tracked by Wall St. Rank hold AEV.CL as of Q3 2013.

  • Nelson Capital Management reported no remaining Aegon NV Perpetual Cap Sec (Netherlands) position as of Q3 2013 after selling out during the quarter.
  • Nelson Capital Management sold 1,150 Aegon NV Perpetual Cap Sec (Netherlands) shares in Q3 2013, an estimated $29K.
  • Nelson Capital Management first reported a position in Aegon NV Perpetual Cap Sec (Netherlands) in Q2 2013 and held it in 1 quarter.
  • Nelson Capital Management's Aegon NV Perpetual Cap Sec (Netherlands) position peaked at $29K in Q2 2013.
  • 4 funds tracked by Wall St. Rank held Aegon NV Perpetual Cap Sec (Netherlands) as of Q3 2013.

Based on Nelson Capital Management's 13F filing for Q3 2013, filed 15 Nov 2013.