GG
AET

Gofen & Glossberg’s Aetna Inc AET Stock Holding History

Gofen & Glossberg’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
-2,217
Closed -$450K – 460
2018
Q3 		$450K Hold
2,217
– – 0.02% 299
2018
Q2 		$407K Sell
2,217
-618
-22% -$110K 0.02% 309
2018
Q1 		$479K Hold
2,835
– – 0.02% 290
2017
Q4 		$511K Hold
2,835
– – 0.02% 288
2017
Q3 		$451K Buy
2,835
+17
+0.6% +$2.66K 0.02% 310
2017
Q2 		$428K Sell
2,818
-154
-5% -$21.8K 0.02% 312
2017
Q1 		$379K Buy
2,972
+1,187
+66% +$149K 0.01% 331
2016
Q4 		$221K Hold
1,785
– – 0.01% 408
2016
Q3 		$206K Sell
1,785
-13
-0.7% -$1.52K 0.01% 413
2016
Q2 		$220K Sell
1,798
-134
-7% -$15.4K 0.01% 399
2016
Q1 		$217K Buy
+1,932
New +$207K 0.01% 412
2015
Q3 		– Sell
-1,772
Closed -$226K – 460
2015
Q2 		$226K Buy
+1,772
New +$202K 0.01% 411
2014
Q2 		– Sell
-2,072
Closed -$151K – 515
2014
Q1 		$151K Hold
2,072
– – 0.01% 444
2013
Q4 		$142K Hold
2,072
– – 0.01% 444
2013
Q3 		$133K Sell
2,072
-144
-6% -$9.23K 0.01% 429
2013
Q2 		$141K Buy
+2,216
New +$130K 0.01% 409

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

Gofen & Glossberg's AET Position: Q4 2018 in Review

Gofen & Glossberg sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 2,217 shares — an estimated $450K sold.

Gofen & Glossberg first reported a position in AET in Q2 2013 and held it in 16 quarters. The position peaked at $511K in Q4 2017. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Gofen & Glossberg reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Gofen & Glossberg sold 2,217 Aetna Inc shares in Q4 2018, an estimated $450K.
  • Gofen & Glossberg first reported a position in Aetna Inc in Q2 2013 and held it in 16 quarters.
  • Gofen & Glossberg's Aetna Inc position peaked at $511K in Q4 2017.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Gofen & Glossberg's 13F filing for Q4 2018, filed 15 Jan 2019.