Bank of Montreal
AET

Bank of Montreal’s Aetna Inc AET Stock Holding History

Bank of Montreal’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
-771,382
Closed -$156M – 5007
2018
Q3 		$156M Buy
771,382
+441,283
+134% +$86.2M 0.12% 167
2018
Q2 		$60.6M Sell
330,099
-265,890
-45% -$47.4M 0.05% 308
2018
Q1 		$101M Buy
595,989
+133,075
+29% +$23.9M 0.09% 222
2017
Q4 		$83.5M Buy
462,914
+186,033
+67% +$32M 0.07% 252
2017
Q3 		$44M Sell
276,881
-170,148
-38% -$26.6M 0.04% 369
2017
Q2 		$67.9M Buy
447,029
+167,004
+60% +$23.6M 0.07% 269
2017
Q1 		$35.7M Sell
280,025
-51,561
-16% -$6.47M 0.03% 400
2016
Q4 		$43.4M Buy
331,586
+22,420
+7% +$2.68M 0.05% 335
2016
Q3 		$35.7M Sell
309,166
-14,260
-4% -$1.67M 0.04% 366
2016
Q2 		$39.5M Buy
323,426
+90,198
+39% +$10.4M 0.05% 334
2016
Q1 		$26.2M Sell
233,228
-201,033
-46% -$21.5M 0.03% 408
2015
Q4 		$47M Sell
434,261
-1,137,813
-72% -$123M 0.06% 265
2015
Q3 		$172M Sell
1,572,074
-348,112
-18% -$40.2M 0.24% 90
2015
Q2 		$245M Sell
1,920,186
-30,009
-2% -$3.43M 0.29% 76
2015
Q1 		$208M Buy
1,950,195
+491,701
+34% +$48.2M 0.24% 89
2014
Q4 		$130M Buy
1,458,494
+1,192,470
+448% +$100M 0.15% 129
2014
Q3 		$21.5M Buy
266,024
+96,471
+57% +$7.85M 0.02% 471
2014
Q2 		$13.7M Buy
169,553
+95,577
+129% +$7.23M 0.02% 660
2014
Q1 		$5.55M Buy
73,976
+7,357
+11% +$521K 0.01% 898
2013
Q4 		$4.57M Sell
66,619
-35,380
-35% -$2.31M 0.01% 867
2013
Q3 		$6.53M Buy
101,999
+7,690
+8% +$493K 0.01% 676
2013
Q2 		$5.99M Buy
+94,309
New +$5.54M 0.01% 669

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

Bank of Montreal's AET Position: Q4 2018 in Review

Bank of Montreal sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 771,382 shares — an estimated $156M sold.

Bank of Montreal first reported a position in AET in Q2 2013 and held it in 22 quarters. The position peaked at $245M in Q2 2015. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Bank of Montreal reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Bank of Montreal sold 771,382 Aetna Inc shares in Q4 2018, an estimated $156M.
  • Bank of Montreal first reported a position in Aetna Inc in Q2 2013 and held it in 22 quarters.
  • Bank of Montreal's Aetna Inc position peaked at $245M in Q2 2015.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Bank of Montreal's 13F filing for Q4 2018, filed 22 Jan 2019.