TAM
AET

Tiverton Asset Management’s Aetna Inc AET Stock Holding History

Tiverton 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
-1,729
Closed -$351K – 524
2018
Q3 		$351K Sell
1,729
-9,886
-85% -$1.93M 0.02% 277
2018
Q2 		$2.13M Buy
11,615
+6,754
+139% +$1.2M 0.11% 133
2018
Q1 		$822K Buy
4,861
+146
+3% +$26.2K 0.06% 170
2017
Q4 		$851K Buy
+4,715
New +$810K 0.05% 192

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 $953M AUM 24.79% 1-Year Est. Return

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

Tiverton Asset Management sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 1,729 shares — an estimated $351K sold.

Tiverton Asset Management first reported a position in AET in Q4 2017 and held it in 4 quarters. The position peaked at $2.13M in Q2 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Tiverton Asset Management reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Tiverton Asset Management sold 1,729 Aetna Inc shares in Q4 2018, an estimated $351K.
  • Tiverton Asset Management first reported a position in Aetna Inc in Q4 2017 and held it in 4 quarters.
  • Tiverton Asset Management's Aetna Inc position peaked at $2.13M in Q2 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Tiverton Asset Management's 13F filing for Q4 2018, filed 13 Feb 2019.