AC
AET

Athos Capital’s Aetna Inc AET Stock Holding History

Athos Capital’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
-58,711
Closed -$11.9M – 34
2018
Q3 		$11.9M Sell
58,711
-45,960
-44% -$8.98M 6.34% 6
2018
Q2 		$19.2M Buy
104,671
+69,371
+197% +$12.4M 6.52% 6
2018
Q1 		$5.97M Buy
+35,300
New +$6.34M 2.44% 10

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

Athos Capital's AET Position: Q4 2018 in Review

Athos Capital sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 58,711 shares — an estimated $11.9M sold.

Athos Capital first reported a position in AET in Q1 2018 and held it in 3 quarters. The position peaked at $19.2M in Q2 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Athos Capital reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Athos Capital sold 58,711 Aetna Inc shares in Q4 2018, an estimated $11.9M.
  • Athos Capital first reported a position in Aetna Inc in Q1 2018 and held it in 3 quarters.
  • Athos Capital's Aetna Inc position peaked at $19.2M in Q2 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Athos Capital's 13F filing for Q4 2018, filed 8 Feb 2019.