AP
AET

Advisor Partners’s Aetna Inc AET Stock Holding History

Advisor Partners’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
-9,524
Closed -$1.93M – 678
2018
Q3 		$1.93M Buy
9,524
+119
+1% +$23.3K 0.26% 72
2018
Q2 		$1.73M Buy
9,405
+574
+6% +$102K 0.29% 73
2018
Q1 		$1.49M Sell
8,831
-704
-7% -$127K 0.28% 77
2017
Q4 		$1.79M Sell
9,535
-52
-0.5% -$8.94K 0.32% 67
2017
Q3 		$1.52M Buy
9,587
+3
+0% +$469 0.3% 68
2017
Q2 		$1.46M Buy
9,584
+2,086
+28% +$295K 0.34% 66
2017
Q1 		$956K Buy
7,498
+333
+5% +$41.8K 0.25% 99
2016
Q4 		$889K Buy
7,165
+268
+4% +$32.1K 0.27% 96
2016
Q3 		$796K Sell
6,897
-202
-3% -$23.7K 0.27% 99
2016
Q2 		$867K Buy
7,099
+202
+3% +$23.2K 0.3% 87
2016
Q1 		$775K Buy
6,897
+1,251
+22% +$134K 0.29% 96
2015
Q4 		$610K Sell
5,646
-407
-7% -$44K 0.21% 127
2015
Q3 		$662K Sell
6,053
-470
-7% -$54.3K 0.28% 99
2015
Q2 		$721K Buy
6,523
+873
+15% +$99.7K 0.28% 108
2015
Q1 		$602K Buy
5,650
+25
+0.4% +$2.45K 0.26% 114
2014
Q4 		$498K Buy
5,625
+142
+3% +$11.9K 0.22% 134
2014
Q3 		$444K Sell
5,483
-93
-2% -$7.57K 0.25% 115
2014
Q2 		$452K Buy
5,576
+406
+8% +$30.7K 0.22% 134
2014
Q1 		$388K Buy
5,170
+131
+3% +$9.27K 0.21% 146
2013
Q4 		$346K Buy
5,039
+515
+11% +$33.6K 0.2% 153
2013
Q3 		$290K Buy
4,524
+167
+4% +$10.7K 0.21% 155
2013
Q2 		$277K Buy
+4,357
New +$256K 0.23% 142

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

Advisor Partners's AET Position: Q4 2018 in Review

Advisor Partners sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 9,524 shares — an estimated $1.93M sold.

Advisor Partners first reported a position in AET in Q2 2013 and held it in 22 quarters. The position peaked at $1.93M in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Advisor Partners reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Advisor Partners sold 9,524 Aetna Inc shares in Q4 2018, an estimated $1.93M.
  • Advisor Partners first reported a position in Aetna Inc in Q2 2013 and held it in 22 quarters.
  • Advisor Partners's Aetna Inc position peaked at $1.93M in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Advisor Partners's 13F filing for Q4 2018, filed 29 Jan 2019.