OI
AET

Oakbrook Investments’s Aetna Inc AET Stock Holding History

Oakbrook Investments’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
-12,304
Closed -$2.5M – 682
2018
Q3 		$2.5M Buy
12,304
+50
+0.4% +$9.77K 0.14% 123
2018
Q2 		$2.25M Sell
12,254
-560
-4% -$99.8K 0.14% 113
2018
Q1 		$2.17M Buy
12,814
+585
+5% +$105K 0.13% 123
2017
Q4 		$2.21M Sell
12,229
-6,905
-36% -$1.19M 0.14% 109
2017
Q3 		$3.04M Buy
19,134
+6,025
+46% +$941K 0.2% 92
2017
Q2 		$1.99M Sell
13,109
-1,900
-13% -$269K 0.13% 134
2017
Q1 		$1.91M Sell
15,009
-350
-2% -$43.9K 0.12% 143
2016
Q4 		$1.91M Sell
15,359
-2,992
-16% -$358K 0.12% 145
2016
Q3 		$2.12M Sell
18,351
-2,850
-13% -$334K 0.13% 141
2016
Q2 		$2.59M Buy
21,201
+875
+4% +$100K 0.14% 137
2016
Q1 		$2.28M Sell
20,326
-344
-2% -$36.8K 0.15% 129
2015
Q4 		$2.23M Sell
20,670
-2,036
-9% -$220K 0.14% 128
2015
Q3 		$2.48M Sell
22,706
-22,275
-50% -$2.57M 0.16% 123
2015
Q2 		$5.73M Sell
44,981
-8,058
-15% -$920K 0.35% 63
2015
Q1 		$5.65M Buy
53,039
+1,650
+3% +$162K 0.31% 78
2014
Q4 		$4.57M Sell
51,389
-4,750
-8% -$399K 0.25% 92
2014
Q3 		$4.55M Sell
56,139
-58,415
-51% -$4.75M 0.24% 96
2014
Q2 		$9.29M Sell
114,554
-4,127
-3% -$312K 0.28% 95
2014
Q1 		$8.9M Sell
118,681
-22,530
-16% -$1.59M 0.28% 82
2013
Q4 		$9.69M Sell
141,211
-12,790
-8% -$835K 0.27% 98
2013
Q3 		$9.86M Buy
154,001
+73,717
+92% +$4.73M 0.29% 89
2013
Q2 		$5.1M Buy
+80,284
New +$4.72M 0.15% 158

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

Oakbrook Investments's AET Position: Q4 2018 in Review

Oakbrook Investments sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 12,304 shares — an estimated $2.5M sold.

Oakbrook Investments first reported a position in AET in Q2 2013 and held it in 22 quarters. The position peaked at $9.86M in Q3 2013. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Oakbrook Investments reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Oakbrook Investments sold 12,304 Aetna Inc shares in Q4 2018, an estimated $2.5M.
  • Oakbrook Investments first reported a position in Aetna Inc in Q2 2013 and held it in 22 quarters.
  • Oakbrook Investments's Aetna Inc position peaked at $9.86M in Q3 2013.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Oakbrook Investments's 13F filing for Q4 2018, filed 17 Jan 2019.