TCI Wealth Advisors’s Aegon AEG Stock Holding History

TCI Wealth 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
2018 Q4	–	Sell	-232	Closed	-$1K	–	1425
2018 Q3	$1K	Sell	232 -479	-67%	-$2.49K	﹤0.01%	1145
2018 Q2	$4K	Buy	+711	New	+$3.92K	﹤0.01%	810
2015 Q3	–	Sell	-3,289	Closed	-$17K	–	969
2015 Q2	$17K	Sell	3,289 -259	-7%	-$1.41K	0.01%	425
2015 Q1	$19K	Buy	3,548 +3,290	+1,275%	+$17.2K	0.01%	357
2014 Q4	$1K	Buy	+258	New	+$1.39K	﹤0.01%	786

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

TCI Wealth Advisors's AEG Position: Q4 2018 in Review

TCI Wealth Advisors sold out of Aegon (AEG) in Q4 2018, closing a stake of 232 shares — an estimated $1K sold.

TCI Wealth Advisors first reported a position in AEG in Q4 2014 and held it in 5 quarters. The position peaked at $19K in Q1 2015. 216 funds tracked by Wall St. Rank hold AEG as of Q4 2018.

TCI Wealth Advisors reported no remaining Aegon position as of Q4 2018 after selling out during the quarter.
TCI Wealth Advisors sold 232 Aegon shares in Q4 2018, an estimated $1K.
TCI Wealth Advisors first reported a position in Aegon in Q4 2014 and held it in 5 quarters.
TCI Wealth Advisors's Aegon position peaked at $19K in Q1 2015.
216 funds tracked by Wall St. Rank held Aegon as of Q4 2018.

Based on TCI Wealth Advisors's 13F filing for Q4 2018, filed 17 Jan 2019.