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AEB

Wealthfront’s Aegon NV 5.29964% Floating Rate Perpetual Capital Securities AEB Stock Holding History

Wealthfront’s Portfolio AEB Stock Details AEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-500
Closed -$12K – 1604
2015
Q2 		$12K Buy
+500
New +$12.1K ﹤0.01% 797

Other funds holding AEB

GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.16B AUM 27.46% 1-Year Est. Return
CCS
Crosspoint Capital Strategies Orinda, California $50.4M AUM 15.37% 1-Year Est. Return

Wealthfront's AEB Position: Q3 2015 in Review

Wealthfront sold out of Aegon NV 5.29964% Floating Rate Perpetual Capital Securities (AEB) in Q3 2015, closing a stake of 500 shares — an estimated $12K sold.

Wealthfront first reported a position in AEB in Q2 2015 and held it in 1 quarter. The position peaked at $12K in Q2 2015. 4 funds tracked by Wall St. Rank hold AEB as of Q3 2015.

  • Wealthfront reported no remaining Aegon NV 5.29964% Floating Rate Perpetual Capital Securities position as of Q3 2015 after selling out during the quarter.
  • Wealthfront sold 500 Aegon NV 5.29964% Floating Rate Perpetual Capital Securities shares in Q3 2015, an estimated $12K.
  • Wealthfront first reported a position in Aegon NV 5.29964% Floating Rate Perpetual Capital Securities in Q2 2015 and held it in 1 quarter.
  • Wealthfront's Aegon NV 5.29964% Floating Rate Perpetual Capital Securities position peaked at $12K in Q2 2015.
  • 4 funds tracked by Wall St. Rank held Aegon NV 5.29964% Floating Rate Perpetual Capital Securities as of Q3 2015.

Based on Wealthfront's 13F filing for Q3 2015, filed 18 Nov 2015.