Secure Asset Management’s Aegon AEG Stock Holding History

Secure Asset 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 Q4	–	Sell	-12,222	Closed	-$29K	–	153
2020 Q3	$29K	Sell	12,222 -110,736	-90%	-$294K	0.02%	142
2020 Q2	$334K	Sell	122,958 -7,460	-6%	-$18.3K	0.24%	102
2020 Q1	$300K	Sell	130,418 -2,543	-2%	-$8.47K	0.32%	76
2019 Q4	$556K	Buy	+132,961	New	+$543K	0.39%	69

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

Secure Asset Management's AEG Position: Q4 2020 in Review

Secure Asset Management sold out of Aegon (AEG) in Q4 2020, closing a stake of 12,222 shares — an estimated $29K sold.

Secure Asset Management first reported a position in AEG in Q4 2019 and held it in 4 quarters. The position peaked at $556K in Q4 2019. 175 funds tracked by Wall St. Rank hold AEG as of Q4 2020.

Secure Asset Management reported no remaining Aegon position as of Q4 2020 after selling out during the quarter.
Secure Asset Management sold 12,222 Aegon shares in Q4 2020, an estimated $29K.
Secure Asset Management first reported a position in Aegon in Q4 2019 and held it in 4 quarters.
Secure Asset Management's Aegon position peaked at $556K in Q4 2019.
175 funds tracked by Wall St. Rank held Aegon as of Q4 2020.

Based on Secure Asset Management's 13F filing for Q4 2020, filed 8 Feb 2021.