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Optimum Investment Advisors’s Aegon AEG Stock Holding History

Optimum Investment Advisors’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
2015
Q1 		$60K Hold
11,005
– – 0.02% 473
2014
Q4 		$57K Hold
11,005
– – 0.02% 471
2014
Q3 		$62K Sell
11,005
-190
-2% -$1.07K 0.02% 426
2014
Q2 		$67K Hold
11,195
– – 0.02% 420
2014
Q1 		$70K Sell
11,195
-1,473
-12% -$8.99K 0.03% 347
2013
Q4 		$82K Buy
+12,668
New +$72.1K 0.03% 318

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
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
TGI
Tradewinds Global Investors Los Angeles, California $81.3M AUM 9.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Optimum Investment Advisors's AEG Position: Q1 2015 in Review

Optimum Investment Advisors held its Aegon (AEG) position steady in Q1 2015 at 11,005 shares worth $60K. The position accounts for 0.02% of the portfolio, ranked #473.

Optimum Investment Advisors first reported a position in AEG in Q4 2013 and has held it in 6 quarters since. The position peaked at $82K in Q4 2013. 184 funds tracked by Wall St. Rank hold AEG as of Q1 2015.

  • Optimum Investment Advisors held 11,005 shares of Aegon worth $60K as of Q1 2015.
  • Optimum Investment Advisors left its Aegon share count unchanged in Q1 2015.
  • Aegon made up 0.02% of Optimum Investment Advisors's portfolio in Q1 2015, its #473 holding.
  • Optimum Investment Advisors first reported a position in Aegon in Q4 2013 and has held it in 6 quarters since.
  • Optimum Investment Advisors's Aegon position peaked at $82K in Q4 2013.
  • 184 funds tracked by Wall St. Rank held Aegon as of Q1 2015.

Based on Optimum Investment Advisors's 13F filing for Q1 2015, filed 18 May 2015.