BEC
AET

Blue Edge Capital’s Aetna Inc AET Stock Holding History

Blue Edge Capital’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
-10,186
Closed -$2.07M – 100
2018
Q3 		$2.07M Buy
+10,186
New +$1.99M 0.77% 38
2018
Q2 		– Sell
-10,098
Closed -$1.71M – 91
2018
Q1 		$1.71M Sell
10,098
-211
-2% -$37.9K 0.69% 36
2017
Q4 		$1.86M Buy
10,309
+386
+4% +$66.3K 0.74% 35
2017
Q3 		$1.58M Sell
9,923
-567
-5% -$88.6K 0.72% 36
2017
Q2 		$1.59M Buy
10,490
+16
+0.2% +$2.26K 0.75% 39
2017
Q1 		$1.34M Hold
10,474
– – 0.67% 44
2016
Q4 		$1.3M Hold
10,474
– – 0.73% 47
2016
Q3 		$1.21M Sell
10,474
-489
-4% -$57.3K 0.66% 46
2016
Q2 		$1.34M Hold
10,963
– – 0.74% 40
2016
Q1 		$1.23M Buy
10,963
+33
+0.3% +$3.53K 0.73% 46
2015
Q4 		$1.18M Sell
10,930
-15
-0.1% -$1.62K 0.77% 42
2015
Q3 		$1.2M Hold
10,945
– – 0.86% 40
2015
Q2 		$1.4M Sell
10,945
-21
-0.2% -$2.4K 0.91% 35
2015
Q1 		$1.17M Buy
10,966
+136
+1% +$13.3K 0.78% 40
2014
Q4 		$962K Buy
+10,830
New +$909K 0.66% 51

Other funds holding AET

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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 $59.5B AUM 35.96% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

Blue Edge Capital's AET Position: Q4 2018 in Review

Blue Edge Capital sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 10,186 shares — an estimated $2.07M sold.

Blue Edge Capital first reported a position in AET in Q4 2014 and held it in 15 quarters. The position peaked at $2.07M in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Blue Edge Capital reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Blue Edge Capital sold 10,186 Aetna Inc shares in Q4 2018, an estimated $2.07M.
  • Blue Edge Capital first reported a position in Aetna Inc in Q4 2014 and held it in 15 quarters.
  • Blue Edge Capital's Aetna Inc position peaked at $2.07M in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Blue Edge Capital's 13F filing for Q4 2018, filed 14 Feb 2019.