GC
AET

Guggenheim Capital’s Aetna Inc AET Stock Holding History

Guggenheim Capital’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
-32,672
Closed -$6.63M – 2471
2018
Q3 		$6.63M Buy
32,672
+3,520
+12% +$688K 0.04% 557
2018
Q2 		$5.35M Sell
29,152
-229,873
-89% -$41M 0.04% 681
2018
Q1 		$43.8M Buy
259,025
+122
+0% +$21.9K 0.11% 390
2017
Q4 		$46.7M Sell
258,903
-186,183
-42% -$32M 0.11% 376
2017
Q3 		$70.8M Sell
445,086
-47,292
-10% -$7.39M 0.17% 108
2017
Q2 		$74.8M Sell
492,378
-1,818
-0.4% -$257K 0.2% 84
2017
Q1 		$63M Buy
494,196
+30,751
+7% +$3.86M 0.17% 143
2016
Q4 		$57.5M Sell
463,445
-30,688
-6% -$3.67M 0.16% 145
2016
Q3 		$57M Buy
494,133
+29,349
+6% +$3.44M 0.18% 113
2016
Q2 		$56.8M Sell
464,784
-43,745
-9% -$5.02M 0.18% 122
2016
Q1 		$57.1M Sell
508,529
-119,346
-19% -$12.8M 0.18% 109
2015
Q4 		$67.9M Buy
627,875
+300,427
+92% +$32.5M 0.2% 84
2015
Q3 		$35.8M Sell
327,448
-163,976
-33% -$18.9M 0.11% 300
2015
Q2 		$62.6M Sell
491,424
-30,130
-6% -$3.44M 0.15% 132
2015
Q1 		$55.6M Buy
521,554
+91,114
+21% +$8.93M 0.13% 190
2014
Q4 		$38.2M Sell
430,440
-352,017
-45% -$29.5M 0.1% 379
2014
Q3 		$63.4M Buy
782,457
+58,136
+8% +$4.73M 0.15% 127
2014
Q2 		$58.7M Buy
724,321
+68,829
+11% +$5.21M 0.15% 141
2014
Q1 		$49.1M Sell
655,492
-87,269
-12% -$6.18M 0.14% 153
2013
Q4 		$50.9M Buy
742,761
+120,429
+19% +$7.86M 0.15% 131
2013
Q3 		$39.8M Buy
622,332
+4,538
+0.7% +$291K 0.14% 127
2013
Q2 		$39.3M Buy
+617,794
New +$36.3M 0.17% 94

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

Guggenheim Capital's AET Position: Q4 2018 in Review

Guggenheim Capital sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 32,672 shares — an estimated $6.63M sold.

Guggenheim Capital first reported a position in AET in Q2 2013 and held it in 22 quarters. The position peaked at $74.8M in Q2 2017. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Guggenheim Capital reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Guggenheim Capital sold 32,672 Aetna Inc shares in Q4 2018, an estimated $6.63M.
  • Guggenheim Capital first reported a position in Aetna Inc in Q2 2013 and held it in 22 quarters.
  • Guggenheim Capital's Aetna Inc position peaked at $74.8M in Q2 2017.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Guggenheim Capital's 13F filing for Q4 2018, filed 14 Feb 2019.