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Plante Moran Financial Advisors’s Aegon AEG Stock Holding History

Plante Moran Financial 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
2019
Q4 		– Sell
-286
Closed -$1K – 741
2019
Q3 		$1K Buy
+286
New +$1.14K ﹤0.01% 811
2018
Q2 		– Sell
-7,597
Closed -$42K – 807
2018
Q1 		$42K Sell
7,597
-3,492
-31% -$19.2K 0.02% 377
2017
Q4 		$57K Buy
11,089
+2,082
+23% +$10.1K 0.03% 311
2017
Q3 		$42K Sell
9,007
-1,652
-15% -$7.49K 0.03% 340
2017
Q2 		$43K Buy
+10,659
New +$41.7K 0.03% 340

Other funds holding AEG

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Plante Moran Financial Advisors's AEG Position: Q4 2019 in Review

Plante Moran Financial Advisors sold out of Aegon (AEG) in Q4 2019, closing a stake of 286 shares — an estimated $1K sold.

Plante Moran Financial Advisors first reported a position in AEG in Q2 2017 and held it in 5 quarters. The position peaked at $57K in Q4 2017. 205 funds tracked by Wall St. Rank hold AEG as of Q4 2019.

  • Plante Moran Financial Advisors reported no remaining Aegon position as of Q4 2019 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 286 Aegon shares in Q4 2019, an estimated $1K.
  • Plante Moran Financial Advisors first reported a position in Aegon in Q2 2017 and held it in 5 quarters.
  • Plante Moran Financial Advisors's Aegon position peaked at $57K in Q4 2017.
  • 205 funds tracked by Wall St. Rank held Aegon as of Q4 2019.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.