BG
AET

Bellevue Group’s Aetna Inc AET Stock Holding History

Bellevue Group’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
-7,100
Closed -$1.44M – 147
2018
Q3 		$1.44M Hold
7,100
– – 0.09% 114
2018
Q2 		$1.3M Sell
7,100
-1,900
-21% -$339K 0.11% 110
2018
Q1 		$1.52M Sell
9,000
-13,000
-59% -$2.34M 0.15% 94
2017
Q4 		$3.97M Sell
22,000
-34,700
-61% -$5.96M 0.41% 55
2017
Q3 		$9.02M Buy
56,700
+4,900
+9% +$765K 0.94% 37
2017
Q2 		$7.87M Buy
51,800
+9,200
+22% +$1.3M 0.93% 45
2017
Q1 		$5.43M Buy
42,600
+26,200
+160% +$3.29M 0.72% 50
2016
Q4 		$2.03M Hold
16,400
– – 0.42% 62
2016
Q3 		$1.89M Sell
16,400
-9,500
-37% -$1.11M 0.34% 79
2016
Q2 		$3.16M Sell
25,900
-19,100
-42% -$2.19M 0.6% 53
2016
Q1 		$5.06M Buy
+45,000
New +$4.82M 0.92% 41

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

Bellevue Group's AET Position: Q4 2018 in Review

Bellevue Group sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 7,100 shares — an estimated $1.44M sold.

Bellevue Group first reported a position in AET in Q1 2016 and held it in 11 quarters. The position peaked at $9.02M in Q3 2017. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Bellevue Group reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Bellevue Group sold 7,100 Aetna Inc shares in Q4 2018, an estimated $1.44M.
  • Bellevue Group first reported a position in Aetna Inc in Q1 2016 and held it in 11 quarters.
  • Bellevue Group's Aetna Inc position peaked at $9.02M in Q3 2017.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Bellevue Group's 13F filing for Q4 2018, filed 12 Feb 2019.