AB
AET

Amalgamated Bank’s Aetna Inc AET Stock Holding History

Amalgamated Bank’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
-43,284
Closed -$8.78M – 1678
2018
Q3 		$8.78M Sell
43,284
-1,178
-3% -$230K 0.22% 90
2018
Q2 		$8.16M Buy
44,462
+2,408
+6% +$429K 0.2% 91
2018
Q1 		$7.11M Buy
42,054
+1,151
+3% +$207K 0.19% 105
2017
Q4 		$7.38M Buy
40,903
+2,961
+8% +$509K 0.2% 92
2017
Q3 		$6.03M Buy
37,942
+733
+2% +$115K 0.19% 101
2017
Q2 		$5.65M Buy
37,209
+12,516
+51% +$1.77M 0.19% 104
2017
Q1 		$3.15M Sell
24,693
-2,827
-10% -$355K 0.16% 114
2016
Q4 		$3.41M Buy
27,520
+6,453
+31% +$773K 0.15% 121
2016
Q3 		$2.43M Buy
21,067
+101
+0.5% +$11.8K 0.14% 124
2016
Q2 		$2.5M Buy
20,966
+8,133
+63% +$934K 0.14% 120
2016
Q1 		$1.44M Buy
12,833
+3,322
+35% +$355K 0.14% 122
2015
Q4 		$1.03M Sell
9,511
-2,910
-23% -$315K 0.13% 146
2015
Q3 		$1.36M Buy
12,421
+375
+3% +$43.3K 0.14% 118
2015
Q2 		$1.53M Buy
12,046
+374
+3% +$42.7K 0.15% 106
2015
Q1 		$1.24M Buy
11,672
+2,865
+33% +$281K 0.15% 134
2014
Q4 		$782K Sell
8,807
-1,387
-14% -$116K 0.12% 189
2014
Q3 		$826K Buy
10,194
+226
+2% +$18.4K 0.12% 176
2014
Q2 		$808K Buy
9,968
+670
+7% +$50.7K 0.12% 172
2014
Q1 		$697K Sell
9,298
-183
-2% -$12.9K 0.12% 199
2013
Q4 		$650K Buy
+9,481
New +$619K 0.11% 215

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

Amalgamated Bank's AET Position: Q4 2018 in Review

Amalgamated Bank sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 43,284 shares — an estimated $8.78M sold.

Amalgamated Bank first reported a position in AET in Q4 2013 and held it in 20 quarters. The position peaked at $8.78M in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Amalgamated Bank reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Amalgamated Bank sold 43,284 Aetna Inc shares in Q4 2018, an estimated $8.78M.
  • Amalgamated Bank first reported a position in Aetna Inc in Q4 2013 and held it in 20 quarters.
  • Amalgamated Bank's Aetna Inc position peaked at $8.78M in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Amalgamated Bank's 13F filing for Q4 2018, filed 15 Feb 2019.