TAM
AET

Tocqueville Asset Management’s Aetna Inc AET Stock Holding History

Tocqueville 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
-5,065
Closed -$1.03M – 844
2018
Q3 		$1.03M Sell
5,065
-56
-1% -$10.9K 0.01% 500
2018
Q2 		$940K Sell
5,121
-14
-0.3% -$2.5K 0.01% 516
2018
Q1 		$868K Hold
5,135
– – 0.01% 524
2017
Q4 		$926K Sell
5,135
-435
-8% -$74.7K 0.01% 517
2017
Q3 		$886K Hold
5,570
– – 0.01% 542
2017
Q2 		$846K Buy
5,570
+250
+5% +$35.3K 0.01% 522
2017
Q1 		$679K Hold
5,320
– – 0.01% 539
2016
Q4 		$660K Buy
5,320
+600
+13% +$71.8K 0.01% 551
2016
Q3 		$545K Buy
4,720
+56
+1% +$6.56K 0.01% 614
2016
Q2 		$570K Sell
4,664
-1,264
-21% -$145K 0.01% 614
2016
Q1 		$666K Sell
5,928
-172
-3% -$18.4K 0.01% 568
2015
Q4 		$660K Buy
6,100
+1,176
+24% +$127K 0.01% 614
2015
Q3 		$539K Buy
4,924
+22
+0.4% +$2.54K 0.01% 683
2015
Q2 		$625K Buy
4,902
+1,539
+46% +$176K 0.01% 665
2015
Q1 		$358K Buy
+3,363
New +$329K ﹤0.01% 776

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

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

Tocqueville Asset Management sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 5,065 shares — an estimated $1.03M sold.

Tocqueville Asset Management first reported a position in AET in Q1 2015 and held it in 15 quarters. The position peaked at $1.03M in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Tocqueville Asset Management reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Tocqueville Asset Management sold 5,065 Aetna Inc shares in Q4 2018, an estimated $1.03M.
  • Tocqueville Asset Management first reported a position in Aetna Inc in Q1 2015 and held it in 15 quarters.
  • Tocqueville Asset Management's Aetna Inc position peaked at $1.03M in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Tocqueville Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.