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Brandywine Oak Private Wealth’s Aegon AEG Stock Holding History

Brandywine Oak Private Wealth’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
Q3 		– Sell
-92,588
Closed -$251K – 268
2020
Q2 		$251K Buy
92,588
+30,900
+50% +$75.9K 0.04% 200
2020
Q1 		$144K Sell
61,688
-2,604
-4% -$8.68K 0.03% 215
2019
Q4 		$268K Buy
64,292
+203
+0.3% +$829 0.05% 194
2019
Q3 		$244K Buy
64,089
+27,355
+74% +$109K 0.05% 198
2019
Q2 		$161K Buy
36,734
+4,791
+15% +$20.4K 0.03% 218
2019
Q1 		$131K Buy
+31,943
New +$139K 0.03% 211

Other funds holding AEG

Dodge & Cox
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
AG
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
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
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Brandywine Oak Private Wealth's AEG Position: Q3 2020 in Review

Brandywine Oak Private Wealth sold out of Aegon (AEG) in Q3 2020, closing a stake of 92,588 shares — an estimated $251K sold.

Brandywine Oak Private Wealth first reported a position in AEG in Q1 2019 and held it in 6 quarters. The position peaked at $268K in Q4 2019. 171 funds tracked by Wall St. Rank hold AEG as of Q3 2020.

  • Brandywine Oak Private Wealth reported no remaining Aegon position as of Q3 2020 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 92,588 Aegon shares in Q3 2020, an estimated $251K.
  • Brandywine Oak Private Wealth first reported a position in Aegon in Q1 2019 and held it in 6 quarters.
  • Brandywine Oak Private Wealth's Aegon position peaked at $268K in Q4 2019.
  • 171 funds tracked by Wall St. Rank held Aegon as of Q3 2020.

Based on Brandywine Oak Private Wealth's 13F filing for Q3 2020, filed 16 Oct 2020.