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Patriot Financial Group Insurance Agency’s Aegon AEG Stock Holding History

Patriot Financial Group Insurance Agency’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
Q1 		– Sell
-1,712
Closed -$7K – 1556
2019
Q4 		$7K Hold
1,712
– – ﹤0.01% 897
2019
Q3 		$7K Sell
1,712
-69
-4% -$275 ﹤0.01% 862
2019
Q2 		$8K Sell
1,781
-63
-3% -$268 ﹤0.01% 845
2019
Q1 		$8K Hold
1,844
– – ﹤0.01% 743
2018
Q4 		$7K Hold
1,844
– – ﹤0.01% 674
2018
Q3 		$10K Buy
+1,844
New +$9.59K 0.01% 615
2018
Q2 		– Sell
-3,129
Closed -$17K – 577
2018
Q1 		$17K Buy
+3,129
New +$17.2K 0.01% 498
2017
Q4 		– Sell
-3,129
Closed -$14K – 932
2017
Q3 		$14K Sell
3,129
-87
-3% -$394 0.01% 479
2017
Q2 		$14K Sell
3,216
-92
-3% -$360 0.01% 455
2017
Q1 		$13K Hold
3,308
– – 0.01% 441
2016
Q4 		$14K Buy
+3,308
New +$12.3K 0.02% 408

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 $3.8B AUM 23.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

Patriot Financial Group Insurance Agency's AEG Position: Q1 2020 in Review

Patriot Financial Group Insurance Agency sold out of Aegon (AEG) in Q1 2020, closing a stake of 1,712 shares — an estimated $7K sold.

Patriot Financial Group Insurance Agency first reported a position in AEG in Q4 2016 and held it in 11 quarters. The position peaked at $17K in Q1 2018. 197 funds tracked by Wall St. Rank hold AEG as of Q1 2020.

  • Patriot Financial Group Insurance Agency reported no remaining Aegon position as of Q1 2020 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 1,712 Aegon shares in Q1 2020, an estimated $7K.
  • Patriot Financial Group Insurance Agency first reported a position in Aegon in Q4 2016 and held it in 11 quarters.
  • Patriot Financial Group Insurance Agency's Aegon position peaked at $17K in Q1 2018.
  • 197 funds tracked by Wall St. Rank held Aegon as of Q1 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2020, filed 15 Apr 2020.