Mackenzie Financial
AET

Mackenzie Financial’s Aetna Inc AET Stock Holding History

Mackenzie Financial’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
-64,031
Closed -$13M – 1294
2018
Q3 		$13M Sell
64,031
-48,659
-43% -$9.51M 0.03% 291
2018
Q2 		$20.7M Sell
112,690
-143,242
-56% -$25.5M 0.05% 227
2018
Q1 		$43.3M Sell
255,932
-10,153
-4% -$1.82M 0.11% 171
2017
Q4 		$48M Buy
266,085
+196,173
+281% +$33.7M 0.12% 166
2017
Q3 		$11.1M Buy
69,912
+60,510
+644% +$9.45M 0.06% 248
2017
Q2 		$1.43M Buy
9,402
+204
+2% +$28.8K 0.01% 418
2017
Q1 		$1.17M Buy
9,198
+15
+0.2% +$1.88K 0.01% 445
2016
Q4 		$1.14M Buy
9,183
+6,525
+245% +$781K 0.01% 434
2016
Q3 		$307K Buy
2,658
+268
+11% +$31.4K ﹤0.01% 564
2016
Q2 		$292K Buy
+2,390
New +$274K ﹤0.01% 835

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

Mackenzie Financial's AET Position: Q4 2018 in Review

Mackenzie Financial sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 64,031 shares — an estimated $13M sold.

Mackenzie Financial first reported a position in AET in Q2 2016 and held it in 10 quarters. The position peaked at $48M in Q4 2017. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Mackenzie Financial reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Mackenzie Financial sold 64,031 Aetna Inc shares in Q4 2018, an estimated $13M.
  • Mackenzie Financial first reported a position in Aetna Inc in Q2 2016 and held it in 10 quarters.
  • Mackenzie Financial's Aetna Inc position peaked at $48M in Q4 2017.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Mackenzie Financial's 13F filing for Q4 2018, filed 6 Feb 2019.