Ropes Wealth Advisors’s Aegon AEG Stock Holding History

Ropes Wealth 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
2018 Q1	–	Sell	-665	Closed	-$3K	–	583
2017 Q4	$3K	Buy	+665	New	+$3.24K	﹤0.01%	671

Other funds holding AEG

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

MHI

Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

OSAM

O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

SCM

Segantii Capital Management Hong Kong $1.54B AUM 16.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ropes Wealth Advisors's AEG Position: Q1 2018 in Review

Ropes Wealth Advisors sold out of Aegon (AEG) in Q1 2018, closing a stake of 665 shares — an estimated $3K sold.

Ropes Wealth Advisors first reported a position in AEG in Q4 2017 and held it in 1 quarter. The position peaked at $3K in Q4 2017. 230 funds tracked by Wall St. Rank hold AEG as of Q1 2018.

Ropes Wealth Advisors reported no remaining Aegon position as of Q1 2018 after selling out during the quarter.
Ropes Wealth Advisors sold 665 Aegon shares in Q1 2018, an estimated $3K.
Ropes Wealth Advisors first reported a position in Aegon in Q4 2017 and held it in 1 quarter.
Ropes Wealth Advisors's Aegon position peaked at $3K in Q4 2017.
230 funds tracked by Wall St. Rank held Aegon as of Q1 2018.

Based on Ropes Wealth Advisors's 13F filing for Q1 2018, filed 30 Apr 2018.