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Well Done LLC’s Aegon AEG Stock Holding History

Well Done LLC’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
Q1 		– Sell
-2,450
Closed -$10K – 151
2018
Q4 		$10K Buy
+2,450
New +$12K ﹤0.01% 471
2018
Q2 		– Sell
-2,515
Closed -$14K – 135
2018
Q1 		$14K Buy
+2,515
New +$13.9K ﹤0.01% 386
2017
Q4 		– Sell
-71,323
Closed -$336K – 116
2017
Q3 		$336K Buy
+71,323
New +$323K 0.1% 99

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
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Well Done LLC's AEG Position: Q1 2019 in Review

Well Done LLC sold out of Aegon (AEG) in Q1 2019, closing a stake of 2,450 shares — an estimated $10K sold.

Well Done LLC first reported a position in AEG in Q3 2017 and held it in 3 quarters. The position peaked at $336K in Q3 2017. 212 funds tracked by Wall St. Rank hold AEG as of Q1 2019.

  • Well Done LLC reported no remaining Aegon position as of Q1 2019 after selling out during the quarter.
  • Well Done LLC sold 2,450 Aegon shares in Q1 2019, an estimated $10K.
  • Well Done LLC first reported a position in Aegon in Q3 2017 and held it in 3 quarters.
  • Well Done LLC's Aegon position peaked at $336K in Q3 2017.
  • 212 funds tracked by Wall St. Rank held Aegon as of Q1 2019.

Based on Well Done LLC's 13F filing for Q1 2019, filed 9 May 2019.