BCM
AET

Becker Capital Management’s Aetna Inc AET Stock Holding History

Becker Capital Management’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
-287,116
Closed -$58.2M – 183
2018
Q3 		$58.2M Sell
287,116
-29,284
-9% -$5.72M 1.85% 10
2018
Q2 		$58.1M Sell
316,400
-3,769
-1% -$672K 1.93% 8
2018
Q1 		$54.1M Buy
320,169
+6,375
+2% +$1.15M 1.79% 17
2017
Q4 		$56.6M Sell
313,794
-14,201
-4% -$2.44M 1.87% 11
2017
Q3 		$52.2M Sell
327,995
-5,609
-2% -$876K 1.79% 13
2017
Q2 		$50.7M Sell
333,604
-7,310
-2% -$1.03M 1.81% 10
2017
Q1 		$43.5M Buy
340,914
+12,473
+4% +$1.57M 1.58% 23
2016
Q4 		$40.7M Sell
328,441
-16,012
-5% -$1.92M 1.51% 25
2016
Q3 		$39.8M Sell
344,453
-3,428
-1% -$402K 1.56% 20
2016
Q2 		$42.5M Sell
347,881
-3,355
-1% -$385K 1.73% 18
2016
Q1 		$39.5M Sell
351,236
-2,455
-0.7% -$263K 1.7% 19
2015
Q4 		$38.2M Buy
353,691
+1,992
+0.6% +$215K 1.68% 20
2015
Q3 		$38.5M Sell
351,699
-119,423
-25% -$13.8M 1.74% 23
2015
Q2 		$60M Sell
471,122
-102,509
-18% -$11.7M 2.36% 4
2015
Q1 		$61.1M Sell
573,631
-46,300
-7% -$4.54M 2.38% 4
2014
Q4 		$55.1M Sell
619,931
-65
-0% -$5.46K 2.14% 6
2014
Q3 		$50.2M Sell
619,996
-28,926
-4% -$2.35M 2.06% 9
2014
Q2 		$52.6M Sell
648,922
-19,805
-3% -$1.5M 2.15% 4
2014
Q1 		$50.1M Sell
668,727
-18,826
-3% -$1.33M 2.06% 4
2013
Q4 		$47.2M Buy
687,553
+724
+0.1% +$47.2K 1.93% 8
2013
Q3 		$44M Buy
686,829
+6,301
+0.9% +$404K 2.02% 6
2013
Q2 		$43.2M Buy
+680,528
New +$40M 2.18% 5

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

Becker Capital Management's AET Position: Q4 2018 in Review

Becker Capital Management sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 287,116 shares — an estimated $58.2M sold.

Becker Capital Management first reported a position in AET in Q2 2013 and held it in 22 quarters. The position peaked at $61.1M in Q1 2015. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Becker Capital Management reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Becker Capital Management sold 287,116 Aetna Inc shares in Q4 2018, an estimated $58.2M.
  • Becker Capital Management first reported a position in Aetna Inc in Q2 2013 and held it in 22 quarters.
  • Becker Capital Management's Aetna Inc position peaked at $61.1M in Q1 2015.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Becker Capital Management's 13F filing for Q4 2018, filed 4 Feb 2019.