Sound View Wealth Advisors’s Aegon AEG Stock Holding History

Sound View 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
2019 Q1	$57K	Sell	13,791 -3,235	-19%	-$14.1K	0.02%	247
2018 Q4	$68K	Buy	+17,026	New	+$83.1K	0.02%	228

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

Sound View Wealth Advisors's AEG Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its Aegon (AEG) stake by 19% in Q1 2019, selling an estimated $14.1K and leaving 13,791 shares worth $57K. The position accounts for 0.02% of the portfolio, ranked #247.

Sound View Wealth Advisors first reported a position in AEG in Q4 2018 and has held it in 2 quarters since. The position peaked at $68K in Q4 2018. 212 funds tracked by Wall St. Rank hold AEG as of Q1 2019.

Sound View Wealth Advisors held 13,791 shares of Aegon worth $57K as of Q1 2019.
Sound View Wealth Advisors sold 3,235 Aegon shares in Q1 2019, an estimated $14.1K.
Aegon made up 0.02% of Sound View Wealth Advisors's portfolio in Q1 2019, its #247 holding.
Sound View Wealth Advisors first reported a position in Aegon in Q4 2018 and has held it in 2 quarters since.
Sound View Wealth Advisors's Aegon position peaked at $68K in Q4 2018.
212 funds tracked by Wall St. Rank held Aegon as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.