BOTW
AET

Bank of the West’s Aetna Inc AET Stock Holding History

Bank of the West’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
-6,514
Closed -$1.32M – 309
2018
Q3 		$1.32M Sell
6,514
-55
-0.8% -$10.7K 0.15% 140
2018
Q2 		$1.21M Sell
6,569
-299
-4% -$53.3K 0.15% 151
2018
Q1 		$1.16M Sell
6,868
-385
-5% -$69.2K 0.15% 162
2017
Q4 		$1.31M Sell
7,253
-244
-3% -$41.9K 0.16% 144
2017
Q3 		$1.19M Sell
7,497
-127
-2% -$19.8K 0.15% 146
2017
Q2 		$1.16M Sell
7,624
-48
-0.6% -$6.79K 0.15% 151
2017
Q1 		$979K Sell
7,672
-206
-3% -$25.9K 0.12% 157
2016
Q4 		$977K Sell
7,878
-33
-0.4% -$3.95K 0.14% 149
2016
Q3 		$913K Sell
7,911
-2,994
-27% -$351K 0.13% 159
2016
Q2 		$1.33M Buy
+10,905
New +$1.25M 0.19% 133

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 the West's AET Position: Q4 2018 in Review

Bank of the West sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 6,514 shares — an estimated $1.32M sold.

Bank of the West first reported a position in AET in Q2 2016 and held it in 10 quarters. The position peaked at $1.33M in Q2 2016. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Bank of the West reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Bank of the West sold 6,514 Aetna Inc shares in Q4 2018, an estimated $1.32M.
  • Bank of the West first reported a position in Aetna Inc in Q2 2016 and held it in 10 quarters.
  • Bank of the West's Aetna Inc position peaked at $1.33M in Q2 2016.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Bank of the West's 13F filing for Q4 2018, filed 7 Feb 2019.