180 Wealth Advisors’s Aegon AEG Stock Holding History

180 Wealth 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
2020 Q4	–	Sell	-25,866	Closed	-$68K	–	312
2020 Q3	$68K	Buy	25,866 +1,699	+7%	+$4.52K	0.03%	264
2020 Q2	$70K	Hold	24,167	–	–	0.03%	259
2020 Q1	$51K	Sell	24,167 -5,642	-19%	-$18.8K	0.03%	216
2019 Q4	$120K	Sell	29,809 -2,248	-7%	-$9.18K	0.05%	257
2019 Q3	$125K	Buy	+32,057	New	+$128K	0.06%	249
2018 Q3	–	Sell	-27,552	Closed	-$136K	–	255
2018 Q2	$136K	Buy	+27,552	New	+$152K	0.07%	238

Other funds holding AEG

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

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

PPA

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BIP

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

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

180 Wealth Advisors's AEG Position: Q4 2020 in Review

180 Wealth Advisors sold out of Aegon (AEG) in Q4 2020, closing a stake of 25,866 shares — an estimated $68K sold.

180 Wealth Advisors first reported a position in AEG in Q2 2018 and held it in 6 quarters. The position peaked at $136K in Q2 2018. 175 funds tracked by Wall St. Rank hold AEG as of Q4 2020.

180 Wealth Advisors reported no remaining Aegon position as of Q4 2020 after selling out during the quarter.
180 Wealth Advisors sold 25,866 Aegon shares in Q4 2020, an estimated $68K.
180 Wealth Advisors first reported a position in Aegon in Q2 2018 and held it in 6 quarters.
180 Wealth Advisors's Aegon position peaked at $136K in Q2 2018.
175 funds tracked by Wall St. Rank held Aegon as of Q4 2020.

Based on 180 Wealth Advisors's 13F filing for Q4 2020, filed 27 Jan 2021.