BMC
AET

Beaton Management Company’s Aetna Inc AET Stock Holding History

Beaton Management Company’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
-4,521
Closed -$917K – 125
2018
Q3 		$917K Hold
4,521
– – 0.76% 46
2018
Q2 		$830K Sell
4,521
-350
-7% -$62.4K 0.74% 45
2018
Q1 		$823K Hold
4,871
– – 0.76% 44
2017
Q4 		$879K Sell
4,871
-50
-1% -$8.59K 0.79% 40
2017
Q3 		$782K Hold
4,921
– – 0.74% 45
2017
Q2 		$747K Buy
+4,921
New +$696K 0.74% 45

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

Beaton Management Company's AET Position: Q4 2018 in Review

Beaton Management Company sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 4,521 shares — an estimated $917K sold.

Beaton Management Company first reported a position in AET in Q2 2017 and held it in 6 quarters. The position peaked at $917K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Beaton Management Company reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Beaton Management Company sold 4,521 Aetna Inc shares in Q4 2018, an estimated $917K.
  • Beaton Management Company first reported a position in Aetna Inc in Q2 2017 and held it in 6 quarters.
  • Beaton Management Company's Aetna Inc position peaked at $917K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Beaton Management Company's 13F filing for Q4 2018, filed 14 Feb 2019.