JOYN Advisors’s Aegon AEG Stock Holding History

JOYN 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
2019 Q1	–	Sell	-233	Closed	-$1K	–	143
2018 Q4	$1K	Sell	233 -23,814	-99%	-$116K	﹤0.01%	1578
2018 Q3	$132K	Sell	24,047 -2,020	-8%	-$10.5K	0.02%	178
2018 Q2	$129K	Sell	26,067 -24,600	-49%	-$135K	0.03%	179
2018 Q1	$279K	Sell	50,667 -54,090	-52%	-$298K	0.06%	104
2017 Q4	$537K	Buy	+104,757	New	+$511K	0.11%	76

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

BIP

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PPA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JOYN Advisors's AEG Position: Q1 2019 in Review

JOYN Advisors sold out of Aegon (AEG) in Q1 2019, closing a stake of 233 shares — an estimated $1K sold.

JOYN Advisors first reported a position in AEG in Q4 2017 and held it in 5 quarters. The position peaked at $537K in Q4 2017. 212 funds tracked by Wall St. Rank hold AEG as of Q1 2019.

JOYN Advisors reported no remaining Aegon position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 233 Aegon shares in Q1 2019, an estimated $1K.
JOYN Advisors first reported a position in Aegon in Q4 2017 and held it in 5 quarters.
JOYN Advisors's Aegon position peaked at $537K in Q4 2017.
212 funds tracked by Wall St. Rank held Aegon as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.