SOAMC
AEK.CL

Spirit of America Management Corp’s Aegon NV AEK.CL Stock Holding History

Spirit of America Management Corp’s Portfolio AEK.CL Stock Details AEK.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-14,900
Closed -$392K – 349
2017
Q3 		$392K Hold
14,900
– – 0.04% 236
2017
Q2 		$386K Hold
14,900
– – 0.04% 237
2017
Q1 		$387K Sell
14,900
-3,000
-17% -$77.8K 0.04% 236
2016
Q4 		$466K Hold
17,900
– – 0.05% 220
2016
Q3 		$477K Hold
17,900
– – 0.06% 211
2016
Q2 		$498K Hold
17,900
– – 0.07% 189
2016
Q1 		$483K Hold
17,900
– – 0.09% 187
2015
Q4 		$493K Hold
17,900
– – 0.09% 183
2015
Q3 		$493K Sell
17,900
-1,500
-8% -$41.6K 0.1% 185
2015
Q2 		$537K Hold
19,400
– – 0.1% 185
2015
Q1 		$551K Hold
19,400
– – 0.12% 177
2014
Q4 		$545K Hold
19,400
– – 0.14% 165
2014
Q3 		$554K Hold
19,400
– – 0.17% 168
2014
Q2 		$564K Hold
19,400
– – 0.22% 137
2014
Q1 		$561K Buy
+19,400
New +$547K 0.23% 139
2013
Q4 		– Sell
-23,000
Closed -$628K – 236
2013
Q3 		$628K Hold
23,000
– – 0.23% 135
2013
Q2 		$639K Buy
+23,000
New +$654K 0.23% 131

Other funds holding AEK.CL

KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return
CL
CPWM LLC Seattle, Washington $1.06B AUM 14.49% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
SIM
Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return

Spirit of America Management Corp's AEK.CL Position: Q4 2017 in Review

Spirit of America Management Corp sold out of Aegon NV (AEK.CL) in Q4 2017, closing a stake of 14,900 shares — an estimated $392K sold.

Spirit of America Management Corp first reported a position in AEK.CL in Q2 2013 and held it in 17 quarters. The position peaked at $639K in Q2 2013. 4 funds tracked by Wall St. Rank hold AEK.CL as of Q4 2017.

  • Spirit of America Management Corp reported no remaining Aegon NV position as of Q4 2017 after selling out during the quarter.
  • Spirit of America Management Corp sold 14,900 Aegon NV shares in Q4 2017, an estimated $392K.
  • Spirit of America Management Corp first reported a position in Aegon NV in Q2 2013 and held it in 17 quarters.
  • Spirit of America Management Corp's Aegon NV position peaked at $639K in Q2 2013.
  • 4 funds tracked by Wall St. Rank held Aegon NV as of Q4 2017.

Based on Spirit of America Management Corp's 13F filing for Q4 2017, filed 17 Jan 2018.