AI
AET

Atria Investments’s Aetna Inc AET Stock Holding History

Atria Investments’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
-12,783
Closed -$2.59M – 1056
2018
Q3 		$2.59M Buy
12,783
+1,370
+12% +$268K 0.1% 176
2018
Q2 		$2.09M Buy
11,413
+1,779
+18% +$317K 0.09% 227
2018
Q1 		$1.63M Buy
9,634
+860
+10% +$155K 0.08% 242
2017
Q4 		$1.58M Sell
8,774
-772
-8% -$133K 0.08% 251
2017
Q3 		$1.52M Buy
9,546
+188
+2% +$29.4K 0.08% 234
2017
Q2 		$1.42M Buy
9,358
+2,103
+29% +$297K 0.09% 236
2017
Q1 		$925K Buy
7,255
+3,038
+72% +$381K 0.06% 277
2016
Q4 		$523K Buy
4,217
+1,959
+87% +$235K 0.04% 330
2016
Q3 		$261K Buy
2,258
+312
+16% +$36.6K 0.02% 440
2016
Q2 		$222K Buy
+1,946
New +$223K 0.02% 425
2015
Q3 		– Sell
-1,950
Closed -$249K – 420
2015
Q2 		$249K Sell
1,950
-582
-23% -$66.4K 0.03% 343
2015
Q1 		$270K Sell
2,532
-495
-16% -$48.5K 0.03% 342
2014
Q4 		$269K Sell
3,027
-354
-10% -$29.7K 0.03% 352
2014
Q3 		$274K Sell
3,381
-40
-1% -$3.25K 0.03% 386
2014
Q2 		$277K Buy
3,421
+3
+0.1% +$227 0.03% 349
2014
Q1 		$256K Sell
3,418
-66
-2% -$4.67K 0.03% 385
2013
Q4 		$239K Sell
3,484
-93
-3% -$6.07K 0.02% 412
2013
Q3 		$229K Buy
+3,577
New +$229K 0.02% 412

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

Atria Investments's AET Position: Q4 2018 in Review

Atria Investments sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 12,783 shares — an estimated $2.59M sold.

Atria Investments first reported a position in AET in Q3 2013 and held it in 18 quarters. The position peaked at $2.59M in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Atria Investments reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Atria Investments sold 12,783 Aetna Inc shares in Q4 2018, an estimated $2.59M.
  • Atria Investments first reported a position in Aetna Inc in Q3 2013 and held it in 18 quarters.
  • Atria Investments's Aetna Inc position peaked at $2.59M in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Atria Investments's 13F filing for Q4 2018, filed 12 Feb 2019.