NFG
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Next Financial Group’s Aegon AEG Stock Holding History

Next 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
2020
Q2 		– Sell
-365
Closed -$1K – 610
2020
Q1 		$1K Buy
365
+125
+52% +$417 ﹤0.01% 1978
2019
Q4 		$1K Hold
240
– – ﹤0.01% 2246
2019
Q3 		$1K Sell
240
-9
-4% -$36 ﹤0.01% 2185
2019
Q2 		$1K Sell
249
-9
-3% -$38 ﹤0.01% 2182
2019
Q1 		$1K Hold
258
– – ﹤0.01% 1530
2018
Q4 		$1K Hold
258
– – ﹤0.01% 1814
2018
Q3 		$1K Buy
+258
New +$1.34K ﹤0.01% 1364
2017
Q1 		– Sell
-287
Closed -$1K – 1869
2016
Q4 		$1K Hold
287
– – ﹤0.01% 2249
2016
Q3 		$1K Buy
287
+6
+2% +$18 ﹤0.01% 2239
2016
Q2 		$0 Sell
281
-566
-67% -$2.13K ﹤0.01% 1729
2016
Q1 		$3K Sell
847
-279
-25% -$1.08K ﹤0.01% 1456
2015
Q4 		$4K Sell
1,126
-2,365
-68% -$10.1K ﹤0.01% 1428
2015
Q3 		$14K Sell
3,491
-788
-18% -$3.81K 0.01% 1070
2015
Q2 		$22K Sell
4,279
-1,888
-31% -$10.2K 0.01% 963
2015
Q1 		$33K Sell
6,167
-3,005
-33% -$15.7K 0.01% 803
2014
Q4 		$48K Sell
9,172
-2,870
-24% -$15.5K 0.02% 659
2014
Q3 		$68K Buy
12,042
+5,353
+80% +$30.3K 0.01% 806
2014
Q2 		$36K Buy
+6,689
New +$40.3K 0.02% 427

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
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
Arrowstreet Capital
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Next Financial Group's AEG Position: Q2 2020 in Review

Next Financial Group sold out of Aegon (AEG) in Q2 2020, closing a stake of 365 shares — an estimated $1K sold.

Next Financial Group first reported a position in AEG in Q2 2014 and held it in 18 quarters. The position peaked at $68K in Q3 2014. 188 funds tracked by Wall St. Rank hold AEG as of Q2 2020.

  • Next Financial Group reported no remaining Aegon position as of Q2 2020 after selling out during the quarter.
  • Next Financial Group sold 365 Aegon shares in Q2 2020, an estimated $1K.
  • Next Financial Group first reported a position in Aegon in Q2 2014 and held it in 18 quarters.
  • Next Financial Group's Aegon position peaked at $68K in Q3 2014.
  • 188 funds tracked by Wall St. Rank held Aegon as of Q2 2020.

Based on Next Financial Group's 13F filing for Q2 2020, filed 24 Jul 2020.