One Wealth Advisors’s Aegon AEG Stock Holding History

One 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
2019 Q4	–	Sell	-14,334	Closed	-$55K	–	114
2019 Q3	$55K	Sell	14,334 -1,277	-8%	-$5.09K	0.05%	111
2019 Q2	$69K	Sell	15,611 -8,279	-35%	-$35.2K	0.06%	120
2019 Q1	$98K	Buy	23,890 +9,289	+64%	+$40.6K	0.08%	180
2018 Q4	$58K	Sell	14,601 -24,890	-63%	-$121K	0.06%	105
2018 Q3	$218K	Sell	39,491 -23,566	-37%	-$123K	0.17%	113
2018 Q2	$311K	Sell	63,057 -4,594	-7%	-$25.3K	0.25%	76
2018 Q1	$372K	Buy	67,651 +2,174	+3%	+$12K	0.33%	51
2017 Q4	$335K	Buy	+65,477	New	+$319K	0.27%	59

Other funds holding AEG

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

PPA

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

One Wealth Advisors's AEG Position: Q4 2019 in Review

One Wealth Advisors sold out of Aegon (AEG) in Q4 2019, closing a stake of 14,334 shares — an estimated $55K sold.

One Wealth Advisors first reported a position in AEG in Q4 2017 and held it in 8 quarters. The position peaked at $372K in Q1 2018. 205 funds tracked by Wall St. Rank hold AEG as of Q4 2019.

One Wealth Advisors reported no remaining Aegon position as of Q4 2019 after selling out during the quarter.
One Wealth Advisors sold 14,334 Aegon shares in Q4 2019, an estimated $55K.
One Wealth Advisors first reported a position in Aegon in Q4 2017 and held it in 8 quarters.
One Wealth Advisors's Aegon position peaked at $372K in Q1 2018.
205 funds tracked by Wall St. Rank held Aegon as of Q4 2019.

Based on One Wealth Advisors's 13F filing for Q4 2019, filed 13 Feb 2020.