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FDx Advisors’s Aegon AEG Stock Holding History

FDx 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
Q3 		– Sell
-18,412
Closed -$50K – 599
2020
Q2 		$50K Buy
+18,412
New +$45.2K ﹤0.01% 568
2018
Q4 		– Sell
-30,190
Closed -$166K – 550
2018
Q3 		$166K Buy
+30,190
New +$157K 0.01% 849
2018
Q2 		– Sell
-14,935
Closed -$82K – 852
2018
Q1 		$82K Buy
+14,935
New +$82.3K ﹤0.01% 1153
2017
Q4 		– Sell
-56,718
Closed -$267K – 1240
2017
Q3 		$267K Sell
56,718
-5,699
-9% -$25.8K 0.01% 1088
2017
Q2 		$252K Buy
62,417
+3,185
+5% +$12.5K 0.01% 1047
2017
Q1 		$234K Sell
59,232
-4,548
-7% -$19.3K 0.01% 1054
2016
Q4 		$271K Buy
63,780
+6,838
+12% +$25.5K 0.01% 981
2016
Q3 		$169K Buy
56,942
+18,574
+48% +$55.4K 0.01% 881
2016
Q2 		$114K Buy
38,368
+1,268
+3% +$4.77K 0.01% 863
2016
Q1 		$147K Buy
37,100
+11,372
+44% +$44K 0.01% 867
2015
Q4 		$105K Buy
+25,728
New +$110K ﹤0.01% 850
2014
Q4 		– Sell
-15,877
Closed -$90K – 888
2014
Q3 		$90K Sell
15,877
-1,793
-10% -$10.1K 0.01% 929
2014
Q2 		$105K Buy
+17,670
New +$106K 0.01% 961

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

FDx Advisors's AEG Position: Q3 2020 in Review

FDx Advisors sold out of Aegon (AEG) in Q3 2020, closing a stake of 18,412 shares — an estimated $50K sold.

FDx Advisors first reported a position in AEG in Q2 2014 and held it in 13 quarters. The position peaked at $271K in Q4 2016. 171 funds tracked by Wall St. Rank hold AEG as of Q3 2020.

  • FDx Advisors reported no remaining Aegon position as of Q3 2020 after selling out during the quarter.
  • FDx Advisors sold 18,412 Aegon shares in Q3 2020, an estimated $50K.
  • FDx Advisors first reported a position in Aegon in Q2 2014 and held it in 13 quarters.
  • FDx Advisors's Aegon position peaked at $271K in Q4 2016.
  • 171 funds tracked by Wall St. Rank held Aegon as of Q3 2020.

Based on FDx Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.