BCM
AET

Bluefin Capital Management’s Aetna Inc AET Stock Holding History

Bluefin 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
-30,000
Closed -$411K – 621
2018
Q3 		$411K Sell
30,000
-43,600
-59% -$8.52M 0.04% 244
2018
Q2 		$226K Buy
73,600
+18,800
+34% +$3.35M 0.02% 277
2018
Q1 		$86K Sell
54,800
-130,000
-70% -$23.4M 0.01% 313
2017
Q4 		$62K Buy
+184,800
New +$31.8M ﹤0.01% 384
2017
Q2 		– Sell
-88,300
Closed -$680K – 646
2017
Q1 		$680K Sell
88,300
-89,200
-50% -$11.2M 0.09% 159
2016
Q4 		$588K Buy
177,500
+157,500
+788% +$18.9M 0.04% 205
2016
Q3 		$42K Buy
+20,000
New +$2.34M ﹤0.01% 347
2016
Q1 		– Sell
-129,900
Closed -$1.77M – 808
2015
Q4 		$1.77M Buy
129,900
+9,800
+8% +$1.06M 0.14% 170
2015
Q3 		$2.13M Buy
120,100
+13,200
+12% +$1.53M 0.13% 114
2015
Q2 		$3.69M Buy
106,900
+6,900
+7% +$788K 0.22% 97
2015
Q1 		$1.57M Hold
100,000
– – 0.14% 142
2014
Q4 		$598K Hold
100,000
– – 0.04% 322
2014
Q3 		$365K Buy
+100,000
New +$8.14M 0.02% 457

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

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

Bluefin Capital Management sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 117,337 shares — an estimated $23.8M sold.

Bluefin Capital Management first reported a position in AET in Q4 2015 and held it in 5 quarters. The position peaked at $44.4M in Q1 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Bluefin Capital Management reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Bluefin Capital Management sold 117,337 Aetna Inc shares in Q4 2018, an estimated $23.8M.
  • Bluefin Capital Management first reported a position in Aetna Inc in Q4 2015 and held it in 5 quarters.
  • Bluefin Capital Management's Aetna Inc position peaked at $44.4M in Q1 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Bluefin Capital Management's 13F filing for Q4 2018, filed 15 Feb 2019.