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Strategic Advisors’s Aegon AEG Stock Holding History

Strategic 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
Q3 		– Sell
-47,451
Closed -$1.08M – 161
2019
Q2 		$1.08M Buy
47,451
+56
+0.1% +$238 0.41% 62
2019
Q1 		$1.04M Buy
47,395
+23,114
+95% +$101K 0.4% 63
2018
Q4 		$523K Buy
+24,281
New +$118K 0.23% 81
2018
Q1 		– Sell
-56,749
Closed -$1.19M – 132
2017
Q4 		$1.19M Hold
56,749
– – 0.49% 60
2017
Q3 		$1.2M Sell
56,749
-1,576
-3% -$7.14K 0.52% 54
2017
Q2 		$1.19M Sell
58,325
-367
-0.6% -$1.44K 0.54% 57
2017
Q1 		$1.15M Buy
58,692
+39,388
+204% +$167K 0.54% 56
2016
Q4 		$374K Hold
19,304
– – 0.2% 98
2016
Q3 		$384K Buy
+19,304
New +$57.6K 0.22% 100
2014
Q1 		– Sell
-15,908
Closed -$268K – 135
2013
Q4 		$268K Sell
15,908
-295
-2% -$1.68K 0.18% 118
2013
Q3 		$276K Buy
+16,203
New +$82.7K 0.23% 111

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

Strategic Advisors's AEG Position: Q3 2019 in Review

Strategic Advisors sold out of Aegon (AEG) in Q3 2019, closing a stake of 47,451 shares — an estimated $1.08M sold.

Strategic Advisors first reported a position in AEG in Q3 2013 and held it in 11 quarters. The position peaked at $1.2M in Q3 2017. 197 funds tracked by Wall St. Rank hold AEG as of Q3 2019.

  • Strategic Advisors reported no remaining Aegon position as of Q3 2019 after selling out during the quarter.
  • Strategic Advisors sold 47,451 Aegon shares in Q3 2019, an estimated $1.08M.
  • Strategic Advisors first reported a position in Aegon in Q3 2013 and held it in 11 quarters.
  • Strategic Advisors's Aegon position peaked at $1.2M in Q3 2017.
  • 197 funds tracked by Wall St. Rank held Aegon as of Q3 2019.

Based on Strategic Advisors's 13F filing for Q3 2019, filed 17 Oct 2019.