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Wealthspire Advisors (Maryland)’s Aegon AEG Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-3,401
Closed -$14K – 487
2019
Q1 		$14K Sell
3,401
-806
-19% -$3.52K ﹤0.01% 1395
2018
Q4 		$17K Sell
4,207
-10,045
-70% -$49K ﹤0.01% 1259
2018
Q3 		$79K Sell
14,252
-2,949
-17% -$15.3K 0.01% 784
2018
Q2 		$85K Sell
17,201
-4,656
-21% -$25.6K 0.01% 769
2018
Q1 		$120K Sell
21,857
-3,550
-14% -$19.6K 0.01% 640
2017
Q4 		$130K Sell
25,407
-3,472
-12% -$16.9K 0.01% 620
2017
Q3 		$136K Sell
28,879
-1,025
-3% -$4.65K 0.01% 599
2017
Q2 		$121K Sell
29,904
-1,244
-4% -$4.87K 0.01% 615
2017
Q1 		$123K Buy
31,148
+29,259
+1,549% +$124K 0.02% 522
2016
Q4 		$8K Sell
1,889
-1,866
-50% -$6.95K ﹤0.01% 1279
2016
Q3 		$11K Buy
3,755
+1,797
+92% +$5.36K ﹤0.01% 1222
2016
Q2 		$6K Sell
1,958
-65
-3% -$244 ﹤0.01% 1293
2016
Q1 		$8K Hold
2,023
– – ﹤0.01% 1224
2015
Q4 		$8K Buy
+2,023
New +$8.63K ﹤0.01% 1239

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
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Northern Trust
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

Wealthspire Advisors (Maryland)'s AEG Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Aegon (AEG) in Q2 2019, closing a stake of 3,401 shares — an estimated $14K sold.

Wealthspire Advisors (Maryland) first reported a position in AEG in Q4 2015 and held it in 14 quarters. The position peaked at $136K in Q3 2017. 205 funds tracked by Wall St. Rank hold AEG as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Aegon position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 3,401 Aegon shares in Q2 2019, an estimated $14K.
  • Wealthspire Advisors (Maryland) first reported a position in Aegon in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Aegon position peaked at $136K in Q3 2017.
  • 205 funds tracked by Wall St. Rank held Aegon as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.