Point View Wealth Management’s Aegon AEG Stock Holding History

Point View Wealth Management’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 Q2	–	Sell	-12,520	Closed	-$29K	–	259
2020 Q1	$29K	Hold	12,520	–	–	0.02%	248
2019 Q4	$52K	Sell	12,520 -983	-7%	-$4.01K	0.02%	272
2019 Q3	$51K	Sell	13,503 -1	-0%	-$4	0.02%	268
2019 Q2	$59K	Hold	13,504	–	–	0.03%	267
2019 Q1	$55K	Hold	13,504	–	–	0.02%	266
2018 Q4	$54K	Hold	13,504	–	–	0.03%	248
2018 Q3	$74K	Buy	+13,504	New	+$70.2K	0.03%	261

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

PPA

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

Aperio Group Sausalito, California $33.8B AUM 31.46% 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

BIP

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

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

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

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

Point View Wealth Management's AEG Position: Q2 2020 in Review

Point View Wealth Management sold out of Aegon (AEG) in Q2 2020, closing a stake of 12,520 shares — an estimated $29K sold.

Point View Wealth Management first reported a position in AEG in Q3 2018 and held it in 7 quarters. The position peaked at $74K in Q3 2018. 188 funds tracked by Wall St. Rank hold AEG as of Q2 2020.

Point View Wealth Management reported no remaining Aegon position as of Q2 2020 after selling out during the quarter.
Point View Wealth Management sold 12,520 Aegon shares in Q2 2020, an estimated $29K.
Point View Wealth Management first reported a position in Aegon in Q3 2018 and held it in 7 quarters.
Point View Wealth Management's Aegon position peaked at $74K in Q3 2018.
188 funds tracked by Wall St. Rank held Aegon as of Q2 2020.

Based on Point View Wealth Management's 13F filing for Q2 2020, filed 29 Jul 2020.