BGIM
AET

Brandywine Global Investment Management’s Aetna Inc AET Stock Holding History

Brandywine Global 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
-283,743
Closed -$57.6M – 938
2018
Q3 		$57.6M Sell
283,743
-9,061
-3% -$1.77M 0.36% 74
2018
Q2 		$53.7M Sell
292,804
-6,644
-2% -$1.18M 0.34% 78
2018
Q1 		$50.6M Buy
299,448
+407
+0.1% +$73.1K 0.32% 79
2017
Q4 		$53.9M Buy
299,041
+8,809
+3% +$1.51M 0.32% 78
2017
Q3 		$46.1M Sell
290,232
-10,400
-3% -$1.62M 0.29% 83
2017
Q2 		$45.6M Buy
300,632
+91,920
+44% +$13M 0.29% 83
2017
Q1 		$26.6M Sell
208,712
-12,044
-5% -$1.51M 0.17% 117
2016
Q4 		$27.4M Sell
220,756
-8,103
-4% -$970K 0.17% 117
2016
Q3 		$26.4M Sell
228,859
-9,583
-4% -$1.12M 0.17% 117
2016
Q2 		$29.1M Sell
238,442
-5,986
-2% -$687K 0.2% 108
2016
Q1 		$27.5M Sell
244,428
-2,672
-1% -$286K 0.18% 115
2015
Q4 		$26.7M Buy
247,100
+613
+0.2% +$66.3K 0.17% 120
2015
Q3 		$27M Buy
246,487
+41,155
+20% +$4.75M 0.18% 114
2015
Q2 		$26.2M Buy
205,332
+6,644
+3% +$759K 0.16% 121
2015
Q1 		$21.2M Buy
198,688
+70,710
+55% +$6.93M 0.14% 141
2014
Q4 		$11.4M Buy
127,978
+24,228
+23% +$2.03M 0.08% 241
2014
Q3 		$8.4M Buy
103,750
+103,660
+115,178% +$8.44M 0.06% 288
2014
Q2 		$8K Buy
+90
New +$6.81K ﹤0.01% 915
2014
Q1 		– Sell
-840
Closed -$58K – 1027
2013
Q4 		$58K Hold
840
– – ﹤0.01% 846
2013
Q3 		$54K Sell
840
-4,016
-83% -$258K ﹤0.01% 851
2013
Q2 		$309K Buy
+4,856
New +$285K ﹤0.01% 694

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

Brandywine Global Investment Management's AET Position: Q4 2018 in Review

Brandywine Global Investment Management sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 283,743 shares — an estimated $57.6M sold.

Brandywine Global Investment Management first reported a position in AET in Q2 2013 and held it in 21 quarters. The position peaked at $57.6M in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Brandywine Global Investment Management reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Brandywine Global Investment Management sold 283,743 Aetna Inc shares in Q4 2018, an estimated $57.6M.
  • Brandywine Global Investment Management first reported a position in Aetna Inc in Q2 2013 and held it in 21 quarters.
  • Brandywine Global Investment Management's Aetna Inc position peaked at $57.6M in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Brandywine Global Investment Management's 13F filing for Q4 2018, filed 14 Feb 2019.