ZTNA
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Zions Trust National Association’s Aegon AEG Stock Holding History

Zions Trust National Association’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
Q4 		– Sell
-2,910
Closed -$17K – 169
2014
Q3 		$17K Buy
+2,910
New +$16.5K 0.02% 166

Other funds holding AEG

Dodge & Cox
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 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 $3.8B AUM 23.19% 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 7.42% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Zions Trust National Association's AEG Position: Q4 2014 in Review

Zions Trust National Association sold out of Aegon (AEG) in Q4 2014, closing a stake of 2,910 shares — an estimated $17K sold.

Zions Trust National Association first reported a position in AEG in Q3 2014 and held it in 1 quarter. The position peaked at $17K in Q3 2014. 188 funds tracked by Wall St. Rank hold AEG as of Q4 2014.

  • Zions Trust National Association reported no remaining Aegon position as of Q4 2014 after selling out during the quarter.
  • Zions Trust National Association sold 2,910 Aegon shares in Q4 2014, an estimated $17K.
  • Zions Trust National Association first reported a position in Aegon in Q3 2014 and held it in 1 quarter.
  • Zions Trust National Association's Aegon position peaked at $17K in Q3 2014.
  • 188 funds tracked by Wall St. Rank held Aegon as of Q4 2014.

Based on Zions Trust National Association's 13F filing for Q4 2014, filed 12 Jan 2015.