BAS
AET

Brown Advisory Securities’s Aetna Inc AET Stock Holding History

Brown Advisory Securities’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
-3,567
Closed -$725K – 436
2018
Q3 		$725K Sell
3,567
-496
-12% -$96.9K 0.12% 169
2018
Q2 		$747K Sell
4,063
-165
-4% -$29.4K 0.13% 163
2018
Q1 		$715K Buy
4,228
+63
+2% +$11.3K 0.13% 157
2017
Q4 		$750K Sell
4,165
-214
-5% -$36.8K 0.14% 152
2017
Q3 		$696K Buy
4,379
+17
+0.4% +$2.66K 0.15% 153
2017
Q2 		$662K Buy
4,362
+723
+20% +$102K 0.15% 155
2017
Q1 		$465K Buy
3,639
+115
+3% +$14.4K 0.12% 187
2016
Q4 		$435K Buy
3,524
+106
+3% +$12.7K 0.12% 184
2016
Q3 		$390K Buy
3,418
+1,325
+63% +$155K 0.11% 193
2016
Q2 		$253K Buy
+2,093
New +$240K 0.08% 231

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

Brown Advisory Securities's AET Position: Q4 2018 in Review

Brown Advisory Securities sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 3,567 shares — an estimated $725K sold.

Brown Advisory Securities first reported a position in AET in Q2 2016 and held it in 10 quarters. The position peaked at $750K in Q4 2017. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Brown Advisory Securities reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Brown Advisory Securities sold 3,567 Aetna Inc shares in Q4 2018, an estimated $725K.
  • Brown Advisory Securities first reported a position in Aetna Inc in Q2 2016 and held it in 10 quarters.
  • Brown Advisory Securities's Aetna Inc position peaked at $750K in Q4 2017.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Brown Advisory Securities's 13F filing for Q4 2018, filed 13 Feb 2019.