AG
AET

Aperio Group’s Aetna Inc AET Stock Holding History

Aperio Group’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
-332,143
Closed -$67.4M – 2368
2018
Q3 		$67.4M Buy
332,143
+11,493
+4% +$2.25M 0.3% 62
2018
Q2 		$58.8M Buy
320,650
+29,092
+10% +$5.19M 0.28% 67
2018
Q1 		$49.3M Buy
291,558
+12,214
+4% +$2.19M 0.25% 81
2017
Q4 		$50.4M Buy
279,344
+8,280
+3% +$1.42M 0.26% 74
2017
Q3 		$43.1M Buy
271,064
+12,436
+5% +$1.94M 0.24% 88
2017
Q2 		$39.3M Buy
258,628
+24,641
+11% +$3.48M 0.24% 87
2017
Q1 		$29.8M Sell
233,987
-4,871
-2% -$612K 0.2% 104
2016
Q4 		$29.6M Buy
238,858
+10,088
+4% +$1.21M 0.23% 98
2016
Q3 		$26.4M Sell
228,770
-3,991
-2% -$468K 0.19% 115
2016
Q2 		$28.4M Buy
232,761
+25,395
+12% +$2.92M 0.22% 105
2016
Q1 		$23.3M Buy
207,366
+10,912
+6% +$1.17M 0.2% 119
2015
Q4 		$21.2M Buy
196,454
+1,763
+0.9% +$191K 0.19% 122
2015
Q3 		$21.3M Buy
194,691
+22,534
+13% +$2.6M 0.22% 112
2015
Q2 		$21.9M Buy
172,157
+8,838
+5% +$1.01M 0.23% 100
2015
Q1 		$17.4M Buy
163,319
+7,288
+5% +$714K 0.19% 119
2014
Q4 		$13.9M Sell
156,031
-1,748
-1% -$147K 0.17% 141
2014
Q3 		$12.8M Buy
157,779
+26,823
+20% +$2.18M 0.17% 151
2014
Q2 		$10.6M Buy
130,956
+3,606
+3% +$273K 0.15% 171
2014
Q1 		$9.55M Buy
+127,350
New +$9.01M 0.13% 181
2013
Q4 		– Sell
-104,941
Closed -$6.85M – 194
2013
Q3 		$6.72M Buy
104,941
+5,849
+6% +$375K 0.13% 184
2013
Q2 		$6.3M Buy
+99,092
New +$5.82M 0.15% 151

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

Aperio Group's AET Position: Q4 2018 in Review

Aperio Group sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 332,143 shares — an estimated $67.4M sold.

Aperio Group first reported a position in AET in Q2 2013 and held it in 21 quarters. The position peaked at $67.4M in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Aperio Group reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Aperio Group sold 332,143 Aetna Inc shares in Q4 2018, an estimated $67.4M.
  • Aperio Group first reported a position in Aetna Inc in Q2 2013 and held it in 21 quarters.
  • Aperio Group's Aetna Inc position peaked at $67.4M in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Aperio Group's 13F filing for Q4 2018, filed 14 Feb 2019.