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Whitener Capital Management’s Aegon AEG Stock Holding History

Whitener Capital Management’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
Q4 		– Sell
-135
Closed – – 145
2019
Q3 		$0 Sell
135
-6
-4% -$24 ﹤0.01% 480
2019
Q2 		$0 Buy
+141
New +$600 ﹤0.01% 471

Other funds holding AEG

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Whitener Capital Management's AEG Position: Q4 2019 in Review

Whitener Capital Management sold out of Aegon (AEG) in Q4 2019, closing a stake of 135 shares.

Whitener Capital Management first reported a position in AEG in Q2 2019 and held it in 2 quarters. The position peaked at $0 in Q3 2019. 205 funds tracked by Wall St. Rank hold AEG as of Q4 2019.

  • Whitener Capital Management reported no remaining Aegon position as of Q4 2019 after selling out during the quarter.
  • Whitener Capital Management sold 135 Aegon shares in Q4 2019.
  • Whitener Capital Management first reported a position in Aegon in Q2 2019 and held it in 2 quarters.
  • Whitener Capital Management's Aegon position peaked at $0 in Q3 2019.
  • 205 funds tracked by Wall St. Rank held Aegon as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.