BAM
AET

Berkshire Asset Management’s Aetna Inc AET Stock Holding History

Berkshire Asset 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
-4,365
Closed -$885K – 230
2018
Q3 		$885K Buy
4,365
+432
+11% +$84.4K 0.08% 118
2018
Q2 		$722K Sell
3,933
-16
-0.4% -$2.85K 0.07% 119
2018
Q1 		$667K Buy
3,949
+16
+0.4% +$2.88K 0.06% 120
2017
Q4 		$709K Buy
3,933
+18
+0.5% +$3.09K 0.07% 117
2017
Q3 		$623K Sell
3,915
-258
-6% -$40.3K 0.07% 114
2017
Q2 		$634K Buy
4,173
+140
+3% +$19.8K 0.07% 115
2017
Q1 		$514K Hold
4,033
– – 0.06% 124
2016
Q4 		$500K Buy
4,033
+239
+6% +$28.6K 0.06% 119
2016
Q3 		$438K Hold
3,794
– – 0.06% 127
2016
Q2 		$463K Hold
3,794
– – 0.07% 123
2016
Q1 		$426K Hold
3,794
– – 0.07% 112
2015
Q4 		$410K Sell
3,794
-220
-5% -$23.8K 0.07% 109
2015
Q3 		$439K Sell
4,014
-175
-4% -$20.2K 0.08% 101
2015
Q2 		$534K Buy
4,189
+69
+2% +$7.88K 0.09% 103
2015
Q1 		$439K Sell
4,120
-429
-9% -$42K 0.07% 112
2014
Q4 		$404K Hold
4,549
– – 0.07% 116
2014
Q3 		$368K Hold
4,549
– – 0.07% 123
2014
Q2 		$369K Buy
+4,549
New +$344K 0.07% 123

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

Berkshire Asset Management's AET Position: Q4 2018 in Review

Berkshire Asset Management sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 4,365 shares — an estimated $885K sold.

Berkshire Asset Management first reported a position in AET in Q2 2014 and held it in 18 quarters. The position peaked at $885K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Berkshire Asset Management reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Berkshire Asset Management sold 4,365 Aetna Inc shares in Q4 2018, an estimated $885K.
  • Berkshire Asset Management first reported a position in Aetna Inc in Q2 2014 and held it in 18 quarters.
  • Berkshire Asset Management's Aetna Inc position peaked at $885K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Berkshire Asset Management's 13F filing for Q4 2018, filed 24 Jan 2019.