OAM
AET

Oppenheimer Asset Management’s Aetna Inc AET Stock Holding History

Oppenheimer Asset 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
-6,489
Closed -$1.32M – 1660
2018
Q3 		$1.32M Sell
6,489
-1,219
-16% -$238K 0.03% 535
2018
Q2 		$1.41M Buy
7,708
+250
+3% +$44.6K 0.03% 502
2018
Q1 		$1.26M Sell
7,458
-21,579
-74% -$3.88M 0.03% 532
2017
Q4 		$4.62M Hold
29,037
– – 0.12% 190
2017
Q3 		$4.62M Buy
29,037
+220
+0.8% +$34.4K 0.12% 192
2017
Q2 		$4.38M Sell
28,817
-23,908
-45% -$3.38M 0.12% 198
2017
Q1 		$6.72M Buy
+52,725
New +$6.62M 0.19% 130

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

Oppenheimer Asset Management's AET Position: Q4 2018 in Review

Oppenheimer Asset Management sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 6,489 shares — an estimated $1.32M sold.

Oppenheimer Asset Management first reported a position in AET in Q1 2017 and held it in 7 quarters. The position peaked at $6.72M in Q1 2017. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Oppenheimer Asset Management reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Oppenheimer Asset Management sold 6,489 Aetna Inc shares in Q4 2018, an estimated $1.32M.
  • Oppenheimer Asset Management first reported a position in Aetna Inc in Q1 2017 and held it in 7 quarters.
  • Oppenheimer Asset Management's Aetna Inc position peaked at $6.72M in Q1 2017.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Oppenheimer Asset Management's 13F filing for Q4 2018, filed 30 Jan 2019.