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Sunbelt Securities’s Aegon AEG Stock Holding History

Sunbelt Securities’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
2020
Q1 		– Sell
-267,191
Closed -$1.12M – 379
2019
Q4 		$1.12M Sell
267,191
-81,824
-23% -$334K 0.12% 185
2019
Q3 		$1.33M Buy
+349,015
New +$1.39M 0.15% 143

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sunbelt Securities's AEG Position: Q1 2020 in Review

Sunbelt Securities sold out of Aegon (AEG) in Q1 2020, closing a stake of 267,191 shares — an estimated $1.12M sold.

Sunbelt Securities first reported a position in AEG in Q3 2019 and held it in 2 quarters. The position peaked at $1.33M in Q3 2019. 197 funds tracked by Wall St. Rank hold AEG as of Q1 2020.

  • Sunbelt Securities reported no remaining Aegon position as of Q1 2020 after selling out during the quarter.
  • Sunbelt Securities sold 267,191 Aegon shares in Q1 2020, an estimated $1.12M.
  • Sunbelt Securities first reported a position in Aegon in Q3 2019 and held it in 2 quarters.
  • Sunbelt Securities's Aegon position peaked at $1.33M in Q3 2019.
  • 197 funds tracked by Wall St. Rank held Aegon as of Q1 2020.

Based on Sunbelt Securities's 13F filing for Q1 2020, filed 15 May 2020.