Simply Money Advisors’s Aegon AEG Stock Holding History

Simply Money 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
2013 Q3	–	Sell	-4,356	Closed	-$20K	–	121
2013 Q2	$20K	Buy	+4,356	New	+$19.2K	﹤0.01%	107

Other funds holding AEG

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

BIP

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

TGI

Tradewinds Global Investors Los Angeles, California $81.3M AUM 9.21% 1-Year Est. Return

PMG

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

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Simply Money Advisors's AEG Position: Q3 2013 in Review

Simply Money Advisors sold out of Aegon (AEG) in Q3 2013, closing a stake of 4,356 shares — an estimated $20K sold.

Simply Money Advisors first reported a position in AEG in Q2 2013 and held it in 1 quarter. The position peaked at $20K in Q2 2013. 142 funds tracked by Wall St. Rank hold AEG as of Q3 2013.

Simply Money Advisors reported no remaining Aegon position as of Q3 2013 after selling out during the quarter.
Simply Money Advisors sold 4,356 Aegon shares in Q3 2013, an estimated $20K.
Simply Money Advisors first reported a position in Aegon in Q2 2013 and held it in 1 quarter.
Simply Money Advisors's Aegon position peaked at $20K in Q2 2013.
142 funds tracked by Wall St. Rank held Aegon as of Q3 2013.

Based on Simply Money Advisors's 13F filing for Q3 2013, filed 15 Oct 2013.