AIM
AET

Aspen Investment Management’s Aetna Inc AET Stock Holding History

Aspen Investment Management’s Portfolio AET Stock Details AET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-4,751
Closed -$964K – 151
2018
Q3 		$964K Sell
4,751
-25
-0.5% -$4.89K 0.64% 47
2018
Q2 		$876K Sell
4,776
-150
-3% -$26.7K 0.61% 51
2018
Q1 		$832K Sell
4,926
-1,011
-17% -$182K 0.6% 55
2017
Q4 		$1.07M Sell
5,937
-60
-1% -$10.3K 0.76% 38
2017
Q3 		$954K Buy
5,997
+350
+6% +$54.7K 0.71% 41
2017
Q2 		$857K Hold
5,647
– – 0.64% 40
2017
Q1 		$720K Sell
5,647
-30
-0.5% -$3.77K 0.53% 46
2016
Q4 		$704K Hold
5,677
– – 0.53% 47
2016
Q3 		$655K Sell
5,677
-100
-2% -$11.7K 0.52% 49
2016
Q2 		$706K Hold
5,777
– – 0.58% 41
2016
Q1 		$649K Sell
5,777
-80
-1% -$8.56K 0.59% 45
2015
Q4 		$633K Hold
5,857
– – 0.63% 50
2015
Q3 		$641K Sell
5,857
-75
-1% -$8.66K 0.63% 48
2015
Q2 		$756K Hold
5,932
– – 0.63% 48
2015
Q1 		$632K Buy
5,932
+2,505
+73% +$245K 0.51% 54
2014
Q4 		$304K Sell
3,427
-50
-1% -$4.2K 0.26% 92
2014
Q3 		$282K Hold
3,477
– – 0.24% 94
2014
Q2 		$282K Sell
3,477
-30
-0.9% -$2.27K 0.17% 107
2014
Q1 		$263K Hold
3,507
– – 0.17% 105
2013
Q4 		$241K Sell
3,507
-75
-2% -$4.89K 0.16% 111
2013
Q3 		$229K Sell
3,582
-24
-0.7% -$1.54K 0.16% 106
2013
Q2 		$229K Buy
+3,606
New +$212K 0.16% 103

Other funds holding AET

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
AWM
Alterna Wealth Management Houston, Texas $174M AUM 15.45% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

Aspen Investment Management's AET Position: Q4 2018 in Review

Aspen Investment Management sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 4,751 shares — an estimated $964K sold.

Aspen Investment Management first reported a position in AET in Q2 2013 and held it in 22 quarters. The position peaked at $1.07M in Q4 2017. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Aspen Investment Management reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Aspen Investment Management sold 4,751 Aetna Inc shares in Q4 2018, an estimated $964K.
  • Aspen Investment Management first reported a position in Aetna Inc in Q2 2013 and held it in 22 quarters.
  • Aspen Investment Management's Aetna Inc position peaked at $1.07M in Q4 2017.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Aspen Investment Management's 13F filing for Q4 2018, filed 15 Feb 2019.