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BSW Wealth Partners’s Aegon AEG Stock Holding History

BSW Wealth Partners’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
-18,671
Closed -$51K – 156
2020
Q2 		$51K Hold
18,671
– – 0.02% 141
2020
Q1 		$43K Buy
18,671
+1,843
+11% +$6.14K 0.02% 110
2019
Q4 		$70K Buy
+16,828
New +$68.7K 0.02% 127
2019
Q3 		– Sell
-17,466
Closed -$77K – 146
2019
Q2 		$77K Buy
+17,466
New +$74.4K 0.03% 114

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

BSW Wealth Partners's AEG Position: Q3 2020 in Review

BSW Wealth Partners sold out of Aegon (AEG) in Q3 2020, closing a stake of 18,671 shares — an estimated $51K sold.

BSW Wealth Partners first reported a position in AEG in Q2 2019 and held it in 4 quarters. The position peaked at $77K in Q2 2019. 171 funds tracked by Wall St. Rank hold AEG as of Q3 2020.

  • BSW Wealth Partners reported no remaining Aegon position as of Q3 2020 after selling out during the quarter.
  • BSW Wealth Partners sold 18,671 Aegon shares in Q3 2020, an estimated $51K.
  • BSW Wealth Partners first reported a position in Aegon in Q2 2019 and held it in 4 quarters.
  • BSW Wealth Partners's Aegon position peaked at $77K in Q2 2019.
  • 171 funds tracked by Wall St. Rank held Aegon as of Q3 2020.

Based on BSW Wealth Partners's 13F filing for Q3 2020, filed 13 Nov 2020.