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Sigma Planning Corp’s Aegon AEG Stock Holding History

Sigma Planning Corp’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
-17,375
Closed -$66K – 1052
2019
Q3 		$66K Buy
17,375
+1,672
+11% +$6.66K ﹤0.01% 973
2019
Q2 		$69K Sell
15,703
-2,895
-16% -$12.3K ﹤0.01% 968
2019
Q1 		$76K Hold
18,598
– – ﹤0.01% 909
2018
Q4 		$74K Hold
18,598
– – 0.01% 820
2018
Q3 		$102K Buy
18,598
+6,142
+49% +$31.9K 0.01% 917
2018
Q2 		$62K Buy
+12,456
New +$68.6K ﹤0.01% 887
2017
Q1 		– Sell
-15,339
Closed -$65K – 778
2016
Q4 		$65K Buy
+15,339
New +$57.1K 0.01% 714

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

Sigma Planning Corp's AEG Position: Q4 2019 in Review

Sigma Planning Corp sold out of Aegon (AEG) in Q4 2019, closing a stake of 17,375 shares — an estimated $66K sold.

Sigma Planning Corp first reported a position in AEG in Q4 2016 and held it in 7 quarters. The position peaked at $102K in Q3 2018. 205 funds tracked by Wall St. Rank hold AEG as of Q4 2019.

  • Sigma Planning Corp reported no remaining Aegon position as of Q4 2019 after selling out during the quarter.
  • Sigma Planning Corp sold 17,375 Aegon shares in Q4 2019, an estimated $66K.
  • Sigma Planning Corp first reported a position in Aegon in Q4 2016 and held it in 7 quarters.
  • Sigma Planning Corp's Aegon position peaked at $102K in Q3 2018.
  • 205 funds tracked by Wall St. Rank held Aegon as of Q4 2019.

Based on Sigma Planning Corp's 13F filing for Q4 2019, filed 3 Feb 2020.