Regal Investment Advisors’s Aegon AEG Stock Holding History

Regal 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
2019 Q1	–	Sell	-13,616	Closed	-$54K	–	356
2018 Q4	$54K	Sell	13,616 -4,670	-26%	-$22.8K	0.01%	329
2018 Q3	$101K	Buy	+18,286	New	+$95.1K	0.02%	314
2015 Q4	–	Sell	-331	Closed	-$1K	–	277
2015 Q3	$1K	Hold	331	–	–	﹤0.01%	968
2015 Q2	$1K	Sell	331 -1	-0.3%	-$5	﹤0.01%	872
2015 Q1	$2K	Hold	332	–	–	﹤0.01%	897
2014 Q4	$2K	Hold	332	–	–	﹤0.01%	841
2014 Q3	$2K	Buy	332 +1	+0.3%	+$6	﹤0.01%	869
2014 Q2	$2K	Buy	331 +5	+2%	+$30	﹤0.01%	838
2014 Q1	$2K	Hold	326	–	–	﹤0.01%	816
2013 Q4	$2K	Sell	326 -1	-0.3%	-$6	﹤0.01%	745
2013 Q3	$2K	Buy	327 +6	+2%	+$31	﹤0.01%	785
2013 Q2	$1K	Buy	+321	New	+$1.42K	﹤0.01%	831

Other funds holding AEG

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Regal Investment Advisors's AEG Position: Q1 2019 in Review

Regal Investment Advisors sold out of Aegon (AEG) in Q1 2019, closing a stake of 13,616 shares — an estimated $54K sold.

Regal Investment Advisors first reported a position in AEG in Q2 2013 and held it in 12 quarters. The position peaked at $101K in Q3 2018. 212 funds tracked by Wall St. Rank hold AEG as of Q1 2019.

Regal Investment Advisors reported no remaining Aegon position as of Q1 2019 after selling out during the quarter.
Regal Investment Advisors sold 13,616 Aegon shares in Q1 2019, an estimated $54K.
Regal Investment Advisors first reported a position in Aegon in Q2 2013 and held it in 12 quarters.
Regal Investment Advisors's Aegon position peaked at $101K in Q3 2018.
212 funds tracked by Wall St. Rank held Aegon as of Q1 2019.

Based on Regal Investment Advisors's 13F filing for Q1 2019, filed 9 May 2019.