TIM
AET

Tortoise Investment Management’s Aetna Inc AET Stock Holding History

Tortoise Investment 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
-29
Closed -$6K – 576
2018
Q3 		$6K Hold
29
– – ﹤0.01% 451
2018
Q2 		$5K Hold
29
– – ﹤0.01% 478
2018
Q1 		$5K Hold
29
– – ﹤0.01% 457
2017
Q4 		$5K Buy
+29
New +$4.98K ﹤0.01% 463
2016
Q1 		– Sell
-100
Closed -$11K – 447
2015
Q4 		$11K Buy
+100
New +$10.8K ﹤0.01% 308

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

Tortoise Investment Management's AET Position: Q4 2018 in Review

Tortoise Investment Management sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 29 shares — an estimated $6K sold.

Tortoise Investment Management first reported a position in AET in Q4 2015 and held it in 5 quarters. The position peaked at $11K in Q4 2015. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Tortoise Investment Management reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Tortoise Investment Management sold 29 Aetna Inc shares in Q4 2018, an estimated $6K.
  • Tortoise Investment Management first reported a position in Aetna Inc in Q4 2015 and held it in 5 quarters.
  • Tortoise Investment Management's Aetna Inc position peaked at $11K in Q4 2015.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

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