Sharkey, Howes & Javer’s Aegon AEG Stock Holding History

Sharkey, Howes & Javer’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 Q3	–	Sell	-1,127	Closed	-$26K	–	61
2019 Q2	$26K	Sell	1,127 -40	-3%	-$170	0.01%	130
2019 Q1	$26K	Hold	1,167	–	–	0.01%	131
2018 Q4	$25K	Hold	1,167	–	–	0.02%	126
2018 Q3	$26K	Sell	1,167 -32	-3%	-$166	0.01%	133
2018 Q2	$26K	Sell	1,199 -31	-3%	-$171	0.01%	129
2018 Q1	$25K	Hold	1,230	–	–	0.01%	120
2017 Q4	$26K	Hold	1,230	–	–	0.02%	118
2017 Q3	$26K	Sell	1,230 -34	-3%	-$154	0.01%	117
2017 Q2	$26K	Sell	1,264 -36	-3%	-$141	0.01%	113
2017 Q1	$26K	Hold	1,300	–	–	0.01%	123
2016 Q4	$25K	Buy	+1,300	New	+$4.84K	0.02%	127
2016 Q2	–	Sell	-1,391	Closed	-$25K	–	243
2016 Q1	$25K	Hold	1,391	–	–	0.02%	130
2015 Q4	$26K	Buy	+1,391	New	+$5.93K	0.02%	146

Other funds holding AEG

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

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Arrowstreet Capital

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

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

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

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

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