OWA
AEG icon

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
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 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
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return