BG
AET

Bahl & Gaynor’s Aetna Inc AET Stock Holding History

Bahl & Gaynor’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
-2,134
Closed -$433K – 362
2018
Q3 		$433K Hold
2,134
– – 0.01% 319
2018
Q2 		$392K Hold
2,134
– – ﹤0.01% 331
2018
Q1 		$361K Hold
2,134
– – ﹤0.01% 356
2017
Q4 		$385K Sell
2,134
-300
-12% -$51.5K ﹤0.01% 353
2017
Q3 		$387K Hold
2,434
– – ﹤0.01% 342
2017
Q2 		$370K Sell
2,434
-50
-2% -$7.07K ﹤0.01% 352
2017
Q1 		$317K Hold
2,484
– – ﹤0.01% 350
2016
Q4 		$308K Buy
2,484
+119
+5% +$14.2K ﹤0.01% 351
2016
Q3 		$273K Buy
2,365
+71
+3% +$8.32K ﹤0.01% 362
2016
Q2 		$280K Hold
2,294
– – ﹤0.01% 369
2016
Q1 		$258K Hold
2,294
– – ﹤0.01% 375
2015
Q4 		$248K Hold
2,294
– – ﹤0.01% 390
2015
Q3 		$251K Hold
2,294
– – ﹤0.01% 394
2015
Q2 		$292K Buy
+2,294
New +$262K ﹤0.01% 396

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

Bahl & Gaynor's AET Position: Q4 2018 in Review

Bahl & Gaynor sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 2,134 shares — an estimated $433K sold.

Bahl & Gaynor first reported a position in AET in Q2 2015 and held it in 14 quarters. The position peaked at $433K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Bahl & Gaynor reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Bahl & Gaynor sold 2,134 Aetna Inc shares in Q4 2018, an estimated $433K.
  • Bahl & Gaynor first reported a position in Aetna Inc in Q2 2015 and held it in 14 quarters.
  • Bahl & Gaynor's Aetna Inc position peaked at $433K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Bahl & Gaynor's 13F filing for Q4 2018, filed 12 Feb 2019.