BFS
AET

Bradley Foster & Sargent’s Aetna Inc AET Stock Holding History

Bradley Foster & Sargent’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
-17,969
Closed -$3.65M – 378
2018
Q3 		$3.65M Buy
17,969
+6
+0% +$1.17K 0.12% 134
2018
Q2 		$3.3M Buy
17,963
+690
+4% +$123K 0.12% 138
2018
Q1 		$2.92M Buy
17,273
+246
+1% +$44.2K 0.11% 142
2017
Q4 		$3.07M Sell
17,027
-300
-2% -$51.5K 0.11% 136
2017
Q3 		$2.75M Buy
17,327
+2,382
+16% +$372K 0.11% 140
2017
Q2 		$2.27M Sell
14,945
-500
-3% -$70.7K 0.09% 150
2017
Q1 		$1.97M Sell
15,445
-344
-2% -$43.2K 0.08% 157
2016
Q4 		$1.96M Sell
15,789
-699
-4% -$83.7K 0.08% 157
2016
Q3 		$1.9M Sell
16,488
-48
-0.3% -$5.63K 0.08% 151
2016
Q2 		$2.02M Sell
16,536
-2,498
-13% -$287K 0.09% 140
2016
Q1 		$2.14M Sell
19,034
-38
-0.2% -$4.07K 0.1% 138
2015
Q4 		$2.06M Buy
19,072
+2
+0% +$216 0.09% 146
2015
Q3 		$2.09M Buy
19,070
+802
+4% +$92.7K 0.1% 144
2015
Q2 		$2.33M Buy
18,268
+502
+3% +$57.3K 0.11% 142
2015
Q1 		$1.89M Sell
17,766
-523
-3% -$51.2K 0.09% 150
2014
Q4 		$1.63M Sell
18,289
-157
-0.9% -$13.2K 0.08% 157
2014
Q3 		$1.49M Sell
18,446
-98
-0.5% -$7.97K 0.07% 167
2014
Q2 		$1.5M Sell
18,544
-622
-3% -$47.1K 0.07% 165
2014
Q1 		$1.44M Sell
19,166
-1,523
-7% -$108K 0.07% 163
2013
Q4 		$1.42M Sell
20,689
-447
-2% -$29.2K 0.08% 165
2013
Q3 		$1.35M Sell
21,136
-147
-0.7% -$9.43K 0.08% 157
2013
Q2 		$1.35M Buy
+21,283
New +$1.25M 0.08% 150

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

Bradley Foster & Sargent's AET Position: Q4 2018 in Review

Bradley Foster & Sargent sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 17,969 shares — an estimated $3.65M sold.

Bradley Foster & Sargent first reported a position in AET in Q2 2013 and held it in 22 quarters. The position peaked at $3.65M in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Bradley Foster & Sargent reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Bradley Foster & Sargent sold 17,969 Aetna Inc shares in Q4 2018, an estimated $3.65M.
  • Bradley Foster & Sargent first reported a position in Aetna Inc in Q2 2013 and held it in 22 quarters.
  • Bradley Foster & Sargent's Aetna Inc position peaked at $3.65M in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Bradley Foster & Sargent's 13F filing for Q4 2018, filed 30 Jan 2019.