OIA
AEH.CL

OneDigital Investment Advisors’s Aegon NV 6.375% Perpetual Capital Securities Called for Redemption AEH.CL Stock Holding History

OneDigital Investment Advisors’s Portfolio AEH.CL Stock Details AEH.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-400
Closed -$10K – 1329
2018
Q3 		$10K Hold
400
– – ﹤0.01% 839
2018
Q2 		$10K Hold
400
– – ﹤0.01% 1058
2018
Q1 		$10K Buy
+400
New +$10.3K ﹤0.01% 1042

Other funds holding AEH.CL

AWM
Altavista Wealth Management Asheville, North Carolina $496M AUM 20.88% 1-Year Est. Return
MCM
Maryland Capital Management Towson, Maryland $1.2B AUM 18.21% 1-Year Est. Return
RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
BRC
Bell Rock Capital Rehoboth Beach, Delaware $81M AUM 9.85% 1-Year Est. Return
VRM
Vectors Research Management New York $383M AUM 30.23% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
PCG
Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return
SIM
Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

OneDigital Investment Advisors's AEH.CL Position: Q4 2018 in Review

OneDigital Investment Advisors sold out of Aegon NV 6.375% Perpetual Capital Securities Called for Redemption (AEH.CL) in Q4 2018, closing a stake of 400 shares — an estimated $10K sold.

OneDigital Investment Advisors first reported a position in AEH.CL in Q1 2018 and held it in 3 quarters. The position peaked at $10K in Q3 2018. 9 funds tracked by Wall St. Rank hold AEH.CL as of Q4 2018.

  • OneDigital Investment Advisors reported no remaining Aegon NV 6.375% Perpetual Capital Securities Called for Redemption position as of Q4 2018 after selling out during the quarter.
  • OneDigital Investment Advisors sold 400 Aegon NV 6.375% Perpetual Capital Securities Called for Redemption shares in Q4 2018, an estimated $10K.
  • OneDigital Investment Advisors first reported a position in Aegon NV 6.375% Perpetual Capital Securities Called for Redemption in Q1 2018 and held it in 3 quarters.
  • OneDigital Investment Advisors's Aegon NV 6.375% Perpetual Capital Securities Called for Redemption position peaked at $10K in Q3 2018.
  • 9 funds tracked by Wall St. Rank held Aegon NV 6.375% Perpetual Capital Securities Called for Redemption as of Q4 2018.

Based on OneDigital Investment Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.