Vicus Capital’s Aegon AEG Stock Holding History

Vicus Capital’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	-38,310	Closed	-$160K	–	185
2019 Q4	$160K	Buy	+38,310	New	+$156K	0.02%	198
2018 Q3	–	Sell	-34,324	Closed	-$169K	–	230
2018 Q2	$169K	Sell	34,324 -607	-2%	-$3.34K	0.03%	234
2018 Q1	$192K	Sell	34,931 -1,546	-4%	-$8.52K	0.03%	229
2017 Q4	$187K	Buy	+36,477	New	+$178K	0.03%	225

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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 New York $871B AUM 31.28% 1-Year Est. Return

Vicus Capital's AEG Position: Q1 2020 in Review

Vicus Capital sold out of Aegon (AEG) in Q1 2020, closing a stake of 38,310 shares — an estimated $160K sold.

Vicus Capital first reported a position in AEG in Q4 2017 and held it in 4 quarters. The position peaked at $192K in Q1 2018. 197 funds tracked by Wall St. Rank hold AEG as of Q1 2020.

Vicus Capital reported no remaining Aegon position as of Q1 2020 after selling out during the quarter.
Vicus Capital sold 38,310 Aegon shares in Q1 2020, an estimated $160K.
Vicus Capital first reported a position in Aegon in Q4 2017 and held it in 4 quarters.
Vicus Capital's Aegon position peaked at $192K in Q1 2018.
197 funds tracked by Wall St. Rank held Aegon as of Q1 2020.

Based on Vicus Capital's 13F filing for Q1 2020, filed 7 May 2020.