B
AET

BP’s Aetna Inc AET Stock Holding History

BP’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
-40,800
Closed -$8.27M – 520
2018
Q3 		$8.27M Hold
40,800
– – 0.25% 94
2018
Q2 		$7.5M Buy
40,800
+5,800
+17% +$1.03M 0.24% 101
2018
Q1 		$5.9M Sell
35,000
-4,000
-10% -$719K 0.21% 125
2017
Q4 		$7.04M Hold
39,000
– – 0.25% 110
2017
Q3 		$6.2M Sell
39,000
-5,000
-11% -$781K 0.22% 123
2017
Q2 		$6.68M Hold
44,000
– – 0.25% 115
2017
Q1 		$5.61M Hold
44,000
– – 0.21% 125
2016
Q4 		$5.46M Hold
44,000
– – 0.21% 139
2016
Q3 		$5.08M Hold
44,000
– – 0.2% 141
2016
Q2 		$5.37M Buy
44,000
+24,000
+120% +$2.76M 0.21% 136
2016
Q1 		$2.25M Hold
20,000
– – 0.09% 243
2015
Q4 		$2.16M Sell
20,000
-19,000
-49% -$2.05M 0.09% 249
2015
Q3 		$4.26M Sell
39,000
-12,000
-24% -$1.39M 0.19% 152
2015
Q2 		$6.5M Hold
51,000
– – 0.24% 136
2015
Q1 		$5.43M Sell
51,000
-5,000
-9% -$490K 0.17% 162
2014
Q4 		$4.97M Buy
56,000
+9,000
+19% +$755K 0.13% 177
2014
Q3 		$3.81M Buy
47,000
+6,000
+15% +$488K 0.11% 185
2014
Q2 		$3.32M Hold
41,000
– – 0.11% 194
2014
Q1 		$3.07M Buy
+41,000
New +$2.9M 0.1% 206

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

BP's AET Position: Q4 2018 in Review

BP sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 40,800 shares — an estimated $8.27M sold.

BP first reported a position in AET in Q1 2014 and held it in 19 quarters. The position peaked at $8.27M in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • BP reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • BP sold 40,800 Aetna Inc shares in Q4 2018, an estimated $8.27M.
  • BP first reported a position in Aetna Inc in Q1 2014 and held it in 19 quarters.
  • BP's Aetna Inc position peaked at $8.27M in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on BP's 13F filing for Q4 2018, filed 6 Feb 2019.