OC
AET

Oppenheimer & Co’s Aetna Inc AET Stock Holding History

Oppenheimer & Co’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
-1,740
Closed -$353K – 1418
2018
Q3 		$353K Sell
1,740
-4,883
-74% -$954K 0.01% 1002
2018
Q2 		$1.22M Sell
6,623
-367
-5% -$65.4K 0.03% 524
2018
Q1 		$1.18M Buy
6,990
+6
+0.1% +$1.08K 0.03% 554
2017
Q4 		$1.26M Sell
6,984
-2,068
-23% -$355K 0.03% 533
2017
Q3 		$1.44M Sell
9,052
-1,005
-10% -$157K 0.04% 486
2017
Q2 		$1.53M Buy
10,057
+2,059
+26% +$291K 0.04% 462
2017
Q1 		$1.02M Sell
7,998
-619
-7% -$77.7K 0.03% 575
2016
Q4 		$1.07M Buy
8,617
+451
+6% +$54K 0.03% 536
2016
Q3 		$943K Sell
8,166
-5,076
-38% -$595K 0.03% 596
2016
Q2 		$1.62M Buy
13,242
+1,011
+8% +$116K 0.05% 435
2016
Q1 		$1.37M Sell
12,231
-659
-5% -$70.5K 0.04% 454
2015
Q4 		$1.39M Buy
12,890
+4,761
+59% +$515K 0.04% 451
2015
Q3 		$889K Sell
8,129
-373
-4% -$43.1K 0.03% 626
2015
Q2 		$1.08M Sell
8,502
-2,180
-20% -$249K 0.03% 599
2015
Q1 		$1.14M Sell
10,682
-176
-2% -$17.2K 0.03% 594
2014
Q4 		$964K Buy
10,858
+2,383
+28% +$200K 0.03% 618
2014
Q3 		$687K Buy
8,475
+181
+2% +$14.7K 0.02% 733
2014
Q2 		$672K Buy
8,294
+339
+4% +$25.7K 0.02% 759
2014
Q1 		$596K Buy
7,955
+740
+10% +$52.4K 0.02% 768
2013
Q4 		$495K Buy
7,215
+1,286
+22% +$83.9K 0.02% 812
2013
Q3 		$380K Buy
5,929
+1,022
+21% +$65.5K 0.01% 877
2013
Q2 		$312K Buy
+4,907
New +$288K 0.01% 912

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 & Co's AET Position: Q4 2018 in Review

Oppenheimer & Co sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 1,740 shares — an estimated $353K sold.

Oppenheimer & Co first reported a position in AET in Q2 2013 and held it in 22 quarters. The position peaked at $1.62M in Q2 2016. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Oppenheimer & Co reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Oppenheimer & Co sold 1,740 Aetna Inc shares in Q4 2018, an estimated $353K.
  • Oppenheimer & Co first reported a position in Aetna Inc in Q2 2013 and held it in 22 quarters.
  • Oppenheimer & Co's Aetna Inc position peaked at $1.62M in Q2 2016.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Oppenheimer & Co's 13F filing for Q4 2018, filed 29 Jan 2019.