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WFG Advisors’s Aegon AEG Stock Holding History

WFG 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
2015
Q3 		– Sell
-107
Closed -$1K – 1600
2015
Q2 		$1K Buy
+107
New +$580 ﹤0.01% 1541
2015
Q1 		– Sell
-1,473
Closed -$8K – 1753
2014
Q4 		$8K Sell
1,473
-3,767
-72% -$20.3K ﹤0.01% 1511
2014
Q3 		$30K Buy
5,240
+1,407
+37% +$7.96K 0.01% 1118
2014
Q2 		$23K Hold
3,833
– – ﹤0.01% 1212
2014
Q1 		$24K Sell
3,833
-15,155
-80% -$92.5K ﹤0.01% 1188
2013
Q4 		$122K Sell
18,988
-87
-0.5% -$495 0.02% 666
2013
Q3 		$96K Buy
19,075
+2,609
+16% +$13.3K 0.01% 708
2013
Q2 		$76K Buy
+16,466
New +$72.7K 0.01% 753

Other funds holding AEG

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
TGI
Tradewinds Global Investors Los Angeles, California $81.3M AUM 9.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WFG Advisors's AEG Position: Q3 2015 in Review

WFG Advisors sold out of Aegon (AEG) in Q3 2015, closing a stake of 107 shares — an estimated $1K sold.

WFG Advisors first reported a position in AEG in Q2 2013 and held it in 8 quarters. The position peaked at $122K in Q4 2013. 182 funds tracked by Wall St. Rank hold AEG as of Q3 2015.

  • WFG Advisors reported no remaining Aegon position as of Q3 2015 after selling out during the quarter.
  • WFG Advisors sold 107 Aegon shares in Q3 2015, an estimated $1K.
  • WFG Advisors first reported a position in Aegon in Q2 2013 and held it in 8 quarters.
  • WFG Advisors's Aegon position peaked at $122K in Q4 2013.
  • 182 funds tracked by Wall St. Rank held Aegon as of Q3 2015.

Based on WFG Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.