TrueWealth LLC’s Aegon AEG Stock Holding History

TrueWealth LLC’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	$1K	Hold	193	–	–	﹤0.01%	664
2020 Q1	$0	Hold	193	–	–	﹤0.01%	718
2019 Q4	$1K	Hold	193	–	–	﹤0.01%	693
2019 Q3	$1K	Sell	193 -8	-4%	-$32	﹤0.01%	661
2019 Q2	$1K	Sell	201 -7	-3%	-$30	﹤0.01%	677
2019 Q1	$1K	Hold	208	–	–	﹤0.01%	681
2018 Q4	$1K	Hold	208	–	–	﹤0.01%	684
2018 Q3	$1K	Sell	208 -5	-2%	-$26	﹤0.01%	754
2018 Q2	$1K	Buy	+213	New	+$1.17K	﹤0.01%	763

Other funds holding AEG

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 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

TrueWealth LLC's AEG Position: Q2 2020 in Review

TrueWealth LLC held its Aegon (AEG) position steady in Q2 2020 at 193 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #664.

TrueWealth LLC first reported a position in AEG in Q2 2018 and has held it in 9 quarters since. 188 funds tracked by Wall St. Rank hold AEG as of Q2 2020.

TrueWealth LLC held 193 shares of Aegon worth $1K as of Q2 2020.
TrueWealth LLC left its Aegon share count unchanged in Q2 2020.
Aegon made up ﹤0.01% of TrueWealth LLC's portfolio in Q2 2020, its #664 holding.
TrueWealth LLC first reported a position in Aegon in Q2 2018 and has held it in 9 quarters since.
188 funds tracked by Wall St. Rank held Aegon as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.