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Squar Milner Financial Services’s Aegon AEG Stock Holding History

Squar Milner Financial Services’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
2018
Q4 		– Sell
-1,763
Closed -$10K – 734
2018
Q3 		$10K Sell
1,763
-47
-3% -$244 0.01% 483
2018
Q2 		$9K Buy
+1,810
New +$9.97K 0.01% 599

Other funds holding AEG

Dodge & Cox
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
MHI
Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Squar Milner Financial Services's AEG Position: Q4 2018 in Review

Squar Milner Financial Services sold out of Aegon (AEG) in Q4 2018, closing a stake of 1,763 shares — an estimated $10K sold.

Squar Milner Financial Services first reported a position in AEG in Q2 2018 and held it in 2 quarters. The position peaked at $10K in Q3 2018. 216 funds tracked by Wall St. Rank hold AEG as of Q4 2018.

  • Squar Milner Financial Services reported no remaining Aegon position as of Q4 2018 after selling out during the quarter.
  • Squar Milner Financial Services sold 1,763 Aegon shares in Q4 2018, an estimated $10K.
  • Squar Milner Financial Services first reported a position in Aegon in Q2 2018 and held it in 2 quarters.
  • Squar Milner Financial Services's Aegon position peaked at $10K in Q3 2018.
  • 216 funds tracked by Wall St. Rank held Aegon as of Q4 2018.

Based on Squar Milner Financial Services's 13F filing for Q4 2018, filed 13 Feb 2019.