SWS Partners’s Aegon AEG Stock Holding History

SWS Partners’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	$69K	Sell	17,297 -787	-4%	-$3.84K	0.05%	101
2018 Q3	$100K	Buy	18,084 +3,189	+21%	+$16.6K	0.06%	102
2018 Q2	$74K	Sell	14,895 -3,551	-19%	-$19.6K	0.05%	100
2018 Q1	$100K	Sell	18,446 -738	-4%	-$4.07K	0.07%	93
2017 Q4	$98K	Buy	+19,184	New	+$93.5K	0.07%	91

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

MHI

Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return

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 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

SWS Partners's AEG Position: Q4 2018 in Review

SWS Partners reduced its Aegon (AEG) stake by 4.4% in Q4 2018, selling an estimated $3.84K and leaving 17,297 shares worth $69K. The position accounts for 0.05% of the portfolio, ranked #101.

SWS Partners first reported a position in AEG in Q4 2017 and has held it in 5 quarters since. The position peaked at $100K in Q3 2018. 216 funds tracked by Wall St. Rank hold AEG as of Q4 2018.

SWS Partners held 17,297 shares of Aegon worth $69K as of Q4 2018.
SWS Partners sold 787 Aegon shares in Q4 2018, an estimated $3.84K.
Aegon made up 0.05% of SWS Partners's portfolio in Q4 2018, its #101 holding.
SWS Partners first reported a position in Aegon in Q4 2017 and has held it in 5 quarters since.
SWS Partners's Aegon position peaked at $100K in Q3 2018.
216 funds tracked by Wall St. Rank held Aegon as of Q4 2018.

Based on SWS Partners's 13F filing for Q4 2018, filed 4 Feb 2019.