Westover Capital Advisors’s Aegon AEG Stock Holding History

Westover Capital 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
2014 Q3	–	Sell	-196,423	Closed	-$1.17M	–	90
2014 Q2	$1.17M	Sell	196,423 -8,016	-4%	-$48.3K	0.99%	38
2014 Q1	$1.28M	Sell	204,439 -4,207	-2%	-$25.7K	1.19%	33
2013 Q4	$1.34M	Sell	208,646 -946	-0.5%	-$5.38K	1.28%	33
2013 Q3	$1.05M	Sell	209,592 -12,236	-6%	-$62.4K	1.09%	38
2013 Q2	$1.02M	Buy	+221,828	New	+$980K	1%	39

Other funds holding AEG

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 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

TGI

Tradewinds Global Investors Los Angeles, California $81.3M AUM 9.21% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Boston Advisors Boston, Massachusetts $1.91B AUM 6.26% 1-Year Est. Return

Westover Capital Advisors's AEG Position: Q3 2014 in Review

Westover Capital Advisors sold out of Aegon (AEG) in Q3 2014, closing a stake of 196,423 shares — an estimated $1.17M sold.

Westover Capital Advisors first reported a position in AEG in Q2 2013 and held it in 5 quarters. The position peaked at $1.34M in Q4 2013. 174 funds tracked by Wall St. Rank hold AEG as of Q3 2014.

Westover Capital Advisors reported no remaining Aegon position as of Q3 2014 after selling out during the quarter.
Westover Capital Advisors sold 196,423 Aegon shares in Q3 2014, an estimated $1.17M.
Westover Capital Advisors first reported a position in Aegon in Q2 2013 and held it in 5 quarters.
Westover Capital Advisors's Aegon position peaked at $1.34M in Q4 2013.
174 funds tracked by Wall St. Rank held Aegon as of Q3 2014.

Based on Westover Capital Advisors's 13F filing for Q3 2014, filed 14 Nov 2014.