Franklin Resources
AET

Franklin Resources’s Aetna Inc AET Stock Holding History

Franklin Resources’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
-910,624
Closed -$185M – 1567
2018
Q3 		$185M Sell
910,624
-6,561
-0.7% -$1.28M 0.09% 247
2018
Q2 		$168M Sell
917,185
-152,866
-14% -$27.2M 0.09% 252
2018
Q1 		$181M Buy
1,070,051
+4,433
+0.4% +$797K 0.09% 240
2017
Q4 		$192M Sell
1,065,618
-4,153
-0.4% -$714K 0.09% 237
2017
Q3 		$170M Sell
1,069,771
-49,995
-4% -$7.81M 0.08% 252
2017
Q2 		$170M Buy
1,119,766
+26,948
+2% +$3.81M 0.08% 243
2017
Q1 		$139M Buy
1,092,818
+159,270
+17% +$20M 0.07% 285
2016
Q4 		$116M Sell
933,548
-40,825
-4% -$4.89M 0.06% 307
2016
Q3 		$112M Sell
974,373
-41,747
-4% -$4.89M 0.06% 320
2016
Q2 		$124M Buy
1,016,120
+65,911
+7% +$7.57M 0.07% 303
2016
Q1 		$107M Buy
950,209
+170,457
+22% +$18.2M 0.06% 327
2015
Q4 		$84.3M Buy
779,752
+94,399
+14% +$10.2M 0.04% 404
2015
Q3 		$75M Buy
685,353
+276,577
+68% +$32M 0.04% 428
2015
Q2 		$52.1M Sell
408,776
-285
-0.1% -$32.5K 0.02% 594
2015
Q1 		$43.6M Buy
409,061
+105
+0% +$10.3K 0.02% 648
2014
Q4 		$36.3M Sell
408,956
-294,451
-42% -$24.7M 0.02% 709
2014
Q3 		$57M Sell
703,407
-73,649
-9% -$5.99M 0.03% 535
2014
Q2 		$63M Sell
777,056
-7,347
-0.9% -$556K 0.03% 523
2014
Q1 		$58.8M Buy
784,403
+27,421
+4% +$1.94M 0.03% 533
2013
Q4 		$51.9M Buy
756,982
+12,540
+2% +$818K 0.03% 549
2013
Q3 		$47.7M Sell
744,442
-71,813
-9% -$4.61M 0.03% 551
2013
Q2 		$51.9M Buy
+816,255
New +$48M 0.03% 505

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 $830M AUM 21.8% 1-Year Est. Return

Franklin Resources's AET Position: Q4 2018 in Review

Franklin Resources sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 910,624 shares — an estimated $185M sold.

Franklin Resources first reported a position in AET in Q2 2013 and held it in 22 quarters. The position peaked at $192M in Q4 2017. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Franklin Resources reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Franklin Resources sold 910,624 Aetna Inc shares in Q4 2018, an estimated $185M.
  • Franklin Resources first reported a position in Aetna Inc in Q2 2013 and held it in 22 quarters.
  • Franklin Resources's Aetna Inc position peaked at $192M in Q4 2017.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Franklin Resources's 13F filing for Q4 2018, filed 12 Feb 2019.