PWMG
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Prestige Wealth Management Group’s Aegon AEG Stock Holding History

Prestige Wealth Management 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
2019
Q1 		– Sell
-1,653
Closed -$7K – 494
2018
Q4 		$7K Buy
+1,653
New +$8.06K 0.01% 496

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
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Prestige Wealth Management Group's AEG Position: Q1 2019 in Review

Prestige Wealth Management Group sold out of Aegon (AEG) in Q1 2019, closing a stake of 1,653 shares — an estimated $7K sold.

Prestige Wealth Management Group first reported a position in AEG in Q4 2018 and held it in 1 quarter. The position peaked at $7K in Q4 2018. 212 funds tracked by Wall St. Rank hold AEG as of Q1 2019.

  • Prestige Wealth Management Group reported no remaining Aegon position as of Q1 2019 after selling out during the quarter.
  • Prestige Wealth Management Group sold 1,653 Aegon shares in Q1 2019, an estimated $7K.
  • Prestige Wealth Management Group first reported a position in Aegon in Q4 2018 and held it in 1 quarter.
  • Prestige Wealth Management Group's Aegon position peaked at $7K in Q4 2018.
  • 212 funds tracked by Wall St. Rank held Aegon as of Q1 2019.

Based on Prestige Wealth Management Group's 13F filing for Q1 2019, filed 16 Aug 2019.