Lenox Wealth Advisors’s Aegon AEG Stock Holding History

Lenox Wealth 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 Q4	–	Sell	-488	Closed	-$1K	–	614
2020 Q3	$1K	Hold	488	–	–	﹤0.01%	540
2020 Q2	$1K	Hold	488	–	–	﹤0.01%	545
2020 Q1	$1K	Hold	488	–	–	﹤0.01%	647
2019 Q4	$2K	Hold	488	–	–	﹤0.01%	578
2019 Q3	$2K	Sell	488 -6,791	-93%	-$27K	﹤0.01%	481
2019 Q2	$32K	Sell	7,279 -260	-3%	-$1.11K	0.01%	176
2019 Q1	$31K	Hold	7,539	–	–	0.01%	165
2018 Q4	$30K	Hold	7,539	–	–	0.01%	163
2018 Q3	$42K	Sell	7,539 -5,857	-44%	-$30.4K	0.01%	147
2018 Q2	$66K	Sell	13,396 -11,867	-47%	-$65.4K	0.01%	115
2018 Q1	$139K	Buy	25,263 +19,471	+336%	+$107K	0.03%	81
2017 Q4	$30K	Buy	+5,792	New	+$28.2K	0.01%	123

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

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 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BIP

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

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

Lenox Wealth Advisors's AEG Position: Q4 2020 in Review

Lenox Wealth Advisors sold out of Aegon (AEG) in Q4 2020, closing a stake of 488 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in AEG in Q4 2017 and held it in 12 quarters. The position peaked at $139K in Q1 2018. 175 funds tracked by Wall St. Rank hold AEG as of Q4 2020.

Lenox Wealth Advisors reported no remaining Aegon position as of Q4 2020 after selling out during the quarter.
Lenox Wealth Advisors sold 488 Aegon shares in Q4 2020, an estimated $1K.
Lenox Wealth Advisors first reported a position in Aegon in Q4 2017 and held it in 12 quarters.
Lenox Wealth Advisors's Aegon position peaked at $139K in Q1 2018.
175 funds tracked by Wall St. Rank held Aegon as of Q4 2020.

Based on Lenox Wealth Advisors's 13F filing for Q4 2020, filed 19 Jan 2021.