WA
AEG icon

Winfield Associates’s Aegon AEG Stock Holding History

Winfield Associates’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
2018
Q1 		– Sell
-473
Closed -$3K – 132
2017
Q4 		$3K Hold
473
– – ﹤0.01% 577
2017
Q3 		$2K Sell
473
-14
-3% -$63 ﹤0.01% 590
2017
Q2 		$2K Sell
487
-462
-49% -$1.81K ﹤0.01% 662
2017
Q1 		$4K Hold
949
– – ﹤0.01% 486
2016
Q4 		$4K Buy
949
+787
+486% +$2.93K ﹤0.01% 451
2016
Q3 		$0 Sell
162
-464
-74% -$1.38K ﹤0.01% 688
2016
Q2 		$2K Buy
626
+181
+41% +$680 ﹤0.01% 509
2016
Q1 		$2K Buy
+445
New +$1.72K ﹤0.01% 471

Other funds holding AEG

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SCM
Segantii Capital Management Hong Kong $1.54B AUM 16.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Winfield Associates's AEG Position: Q1 2018 in Review

Winfield Associates sold out of Aegon (AEG) in Q1 2018, closing a stake of 473 shares — an estimated $3K sold.

Winfield Associates first reported a position in AEG in Q1 2016 and held it in 8 quarters. The position peaked at $4K in Q1 2017. 230 funds tracked by Wall St. Rank hold AEG as of Q1 2018.

  • Winfield Associates reported no remaining Aegon position as of Q1 2018 after selling out during the quarter.
  • Winfield Associates sold 473 Aegon shares in Q1 2018, an estimated $3K.
  • Winfield Associates first reported a position in Aegon in Q1 2016 and held it in 8 quarters.
  • Winfield Associates's Aegon position peaked at $4K in Q1 2017.
  • 230 funds tracked by Wall St. Rank held Aegon as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.