GIM
AET

Goelzer Investment Management’s Aetna Inc AET Stock Holding History

Goelzer 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
-19,414
Closed -$3.94M – 210
2018
Q3 		$3.94M Sell
19,414
-15
-0.1% -$2.93K 0.44% 93
2018
Q2 		$3.56M Sell
19,429
-628
-3% -$112K 0.42% 98
2018
Q1 		$3.39M Sell
20,057
-1,188
-6% -$213K 0.41% 99
2017
Q4 		$3.83M Sell
21,245
-740
-3% -$127K 0.43% 94
2017
Q3 		$3.5M Sell
21,985
-131
-0.6% -$20.5K 0.41% 95
2017
Q2 		$3.36M Sell
22,116
-15,235
-41% -$2.15M 0.41% 95
2017
Q1 		$4.76M Buy
37,351
+475
+1% +$59.6K 0.59% 63
2016
Q4 		$4.57M Buy
36,876
+6,312
+21% +$756K 0.59% 65
2016
Q3 		$3.53M Buy
30,564
+510
+2% +$59.8K 0.48% 87
2016
Q2 		$3.67M Buy
30,054
+440
+1% +$50.5K 0.51% 80
2016
Q1 		$3.33M Buy
29,614
+383
+1% +$41K 0.48% 90
2015
Q4 		$3.16M Buy
29,231
+16,137
+123% +$1.74M 0.46% 92
2015
Q3 		$1.43M Sell
13,094
-305
-2% -$35.2K 0.23% 135
2015
Q2 		$1.71M Sell
13,399
-24,781
-65% -$2.83M 0.26% 130
2015
Q1 		$4.07M Sell
38,180
-545
-1% -$53.4K 0.61% 75
2014
Q4 		$3.44M Buy
38,725
+2,395
+7% +$201K 0.52% 89
2014
Q3 		$2.94M Buy
36,330
+1,995
+6% +$162K 0.49% 99
2014
Q2 		$2.78M Buy
+34,335
New +$2.6M 0.46% 105

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

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

Goelzer Investment Management sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 19,414 shares — an estimated $3.94M sold.

Goelzer Investment Management first reported a position in AET in Q2 2014 and held it in 18 quarters. The position peaked at $4.76M in Q1 2017. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Goelzer Investment Management reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Goelzer Investment Management sold 19,414 Aetna Inc shares in Q4 2018, an estimated $3.94M.
  • Goelzer Investment Management first reported a position in Aetna Inc in Q2 2014 and held it in 18 quarters.
  • Goelzer Investment Management's Aetna Inc position peaked at $4.76M in Q1 2017.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Goelzer Investment Management's 13F filing for Q4 2018, filed 28 Jan 2019.