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Transform Wealth’s Aegon AEG Stock Holding History

Transform Wealth’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
-12,463
Closed -$29K – 197
2020
Q3 		$29K Hold
12,463
– – ﹤0.01% 215
2020
Q2 		$34K Sell
12,463
-1,626
-12% -$4K 0.01% 222
2020
Q1 		$32K Hold
14,089
– – 0.01% 204
2019
Q4 		$59K Sell
14,089
-1,626
-10% -$6.64K 0.01% 225
2019
Q3 		$60K Sell
15,715
-9,081
-37% -$36.2K 0.01% 207
2019
Q2 		$109K Sell
24,796
-3,221
-11% -$13.7K 0.02% 226
2019
Q1 		$115K Sell
28,017
-9,339
-25% -$40.8K 0.02% 158
2018
Q4 		$149K Sell
37,356
-3,502
-9% -$17.1K 0.03% 176
2018
Q3 		$225K Sell
40,858
-4,101
-9% -$21.3K 0.04% 178
2018
Q2 		$222K Sell
44,959
-5,457
-11% -$30.1K 0.04% 202
2018
Q1 		$278K Sell
50,416
-3,689
-7% -$20.3K 0.05% 208
2017
Q4 		$277K Hold
54,105
– – 0.05% 221
2017
Q3 		$255K Sell
54,105
-3,399
-6% -$15.4K 0.09% 191
2017
Q2 		$233K Sell
57,504
-37,391
-39% -$146K 0.26% 58
2017
Q1 		$374K Sell
94,895
-2,599
-3% -$11K 0.14% 163
2016
Q4 		$415K Buy
97,494
+28,598
+42% +$106K 0.16% 161
2016
Q3 		$205K Sell
68,896
-29,388
-30% -$87.7K 0.09% 189
2016
Q2 		$293K Buy
+98,284
New +$369K 0.12% 173

Other funds holding AEG

Dodge & Cox
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
AG
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
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
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

Transform Wealth's AEG Position: Q4 2020 in Review

Transform Wealth sold out of Aegon (AEG) in Q4 2020, closing a stake of 12,463 shares — an estimated $29K sold.

Transform Wealth first reported a position in AEG in Q2 2016 and held it in 18 quarters. The position peaked at $415K in Q4 2016. 175 funds tracked by Wall St. Rank hold AEG as of Q4 2020.

  • Transform Wealth reported no remaining Aegon position as of Q4 2020 after selling out during the quarter.
  • Transform Wealth sold 12,463 Aegon shares in Q4 2020, an estimated $29K.
  • Transform Wealth first reported a position in Aegon in Q2 2016 and held it in 18 quarters.
  • Transform Wealth's Aegon position peaked at $415K in Q4 2016.
  • 175 funds tracked by Wall St. Rank held Aegon as of Q4 2020.

Based on Transform Wealth's 13F filing for Q4 2020, filed 20 Jan 2021.