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
-800
Closed -$162K – 5006
2018
Q3 		$162K Buy
+800
New +$156K ﹤0.01% 2870

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.