BA
AET

Boston Advisors’s Aetna Inc AET Stock Holding History

Boston Advisors’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
-6,721
Closed -$1.36M – 688
2018
Q3 		$1.36M Sell
6,721
-140
-2% -$27.4K 0.06% 324
2018
Q2 		$1.26M Sell
6,861
-215
-3% -$38.3K 0.03% 334
2018
Q1 		$1.2M Sell
7,076
-112
-2% -$20.1K 0.03% 337
2017
Q4 		$1.3M Sell
7,188
-5,346
-43% -$919K 0.03% 325
2017
Q3 		$1.99M Buy
12,534
+1,231
+11% +$192K 0.05% 284
2017
Q2 		$1.72M Buy
11,303
+8,397
+289% +$1.19M 0.04% 314
2017
Q1 		$371K Buy
2,906
+500
+21% +$62.8K 0.01% 529
2016
Q4 		$298K Hold
2,406
– – 0.01% 572
2016
Q3 		$278K Hold
2,406
– – 0.01% 621
2016
Q2 		$294K Buy
+2,406
New +$276K 0.01% 610
2015
Q4 		– Sell
-70,141
Closed -$7.67M – 782
2015
Q3 		$7.67M Sell
70,141
-1,418
-2% -$164K 0.29% 108
2015
Q2 		$9.12M Sell
71,559
-4,180
-6% -$477K 0.38% 85
2015
Q1 		$8.07M Buy
+75,739
New +$7.42M 0.32% 101

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

Boston Advisors's AET Position: Q4 2018 in Review

Boston Advisors sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 6,721 shares — an estimated $1.36M sold.

Boston Advisors first reported a position in AET in Q1 2015 and held it in 13 quarters. The position peaked at $9.12M in Q2 2015. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Boston Advisors reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Boston Advisors sold 6,721 Aetna Inc shares in Q4 2018, an estimated $1.36M.
  • Boston Advisors first reported a position in Aetna Inc in Q1 2015 and held it in 13 quarters.
  • Boston Advisors's Aetna Inc position peaked at $9.12M in Q2 2015.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Boston Advisors's 13F filing for Q4 2018, filed 16 Jan 2019.