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Kore Private Wealth’s Aegon AEG Stock Holding History

Kore 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
-596
Closed -$1K – 288
2020
Q2 		$1K Hold
596
– – ﹤0.01% 1072
2020
Q1 		$1K Hold
596
– – ﹤0.01% 955
2019
Q4 		$2K Buy
+596
New +$2.43K ﹤0.01% 921
2019
Q2 		– Sell
-642
Closed -$3K – 239
2019
Q1 		$3K Hold
642
– – ﹤0.01% 813
2018
Q4 		$3K Buy
+642
New +$3.13K ﹤0.01% 754

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

Kore Private Wealth's AEG Position: Q3 2020 in Review

Kore Private Wealth sold out of Aegon (AEG) in Q3 2020, closing a stake of 596 shares — an estimated $1K sold.

Kore Private Wealth first reported a position in AEG in Q4 2018 and held it in 5 quarters. The position peaked at $3K in Q1 2019. 171 funds tracked by Wall St. Rank hold AEG as of Q3 2020.

  • Kore Private Wealth reported no remaining Aegon position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 596 Aegon shares in Q3 2020, an estimated $1K.
  • Kore Private Wealth first reported a position in Aegon in Q4 2018 and held it in 5 quarters.
  • Kore Private Wealth's Aegon position peaked at $3K in Q1 2019.
  • 171 funds tracked by Wall St. Rank held Aegon as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.