BCMO
AET

Buckingham Capital Management (Ohio)’s Aetna Inc AET Stock Holding History

Buckingham Capital Management (Ohio)’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
-1,195
Closed -$242K – 137
2018
Q3 		$242K Sell
1,195
-2,492
-68% -$487K 0.05% 127
2018
Q2 		$677K Sell
3,687
-4,977
-57% -$887K 0.14% 110
2018
Q1 		$1.46M Sell
8,664
-3,710
-30% -$667K 0.31% 78
2017
Q4 		$2.23M Sell
12,374
-1,709
-12% -$294K 0.47% 61
2017
Q3 		$2.24M Sell
14,083
-1,026
-7% -$160K 0.5% 60
2017
Q2 		$2.29M Sell
15,109
-626
-4% -$88.5K 0.53% 57
2017
Q1 		$2.01M Sell
15,735
-595
-4% -$74.7K 0.47% 65
2016
Q4 		$2.02M Sell
16,330
-566
-3% -$67.8K 0.5% 54
2016
Q3 		$1.95M Sell
16,896
-362
-2% -$42.4K 0.5% 59
2016
Q2 		$2.11M Sell
17,258
-1,000
-5% -$115K 0.56% 52
2016
Q1 		$2.05M Buy
18,258
+10
+0.1% +$1.07K 0.56% 53
2015
Q4 		$1.97M Buy
18,248
+1,050
+6% +$114K 0.55% 52
2015
Q3 		$1.88M Sell
17,198
-612
-3% -$70.7K 0.55% 50
2015
Q2 		$2.29M Buy
17,810
+683
+4% +$78K 0.64% 44
2015
Q1 		$1.82M Buy
17,127
+2,022
+13% +$198K 0.53% 54
2014
Q4 		$1.34M Buy
15,105
+3,081
+26% +$259K 0.4% 81
2014
Q3 		$974K Buy
12,024
+962
+9% +$78.3K 0.3% 103
2014
Q2 		$897K Buy
11,062
+1,435
+15% +$109K 0.28% 108
2014
Q1 		$722K Buy
9,627
+665
+7% +$47.1K 0.24% 112
2013
Q4 		$615K Buy
8,962
+572
+7% +$37.3K 0.22% 118
2013
Q3 		$541K Buy
8,390
+165
+2% +$10.6K 0.22% 120
2013
Q2 		$523K Buy
+8,225
New +$483K 0.21% 118

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

Buckingham Capital Management (Ohio)'s AET Position: Q4 2018 in Review

Buckingham Capital Management (Ohio) sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 1,195 shares — an estimated $242K sold.

Buckingham Capital Management (Ohio) first reported a position in AET in Q2 2013 and held it in 22 quarters. The position peaked at $2.29M in Q2 2017. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Buckingham Capital Management (Ohio) reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Buckingham Capital Management (Ohio) sold 1,195 Aetna Inc shares in Q4 2018, an estimated $242K.
  • Buckingham Capital Management (Ohio) first reported a position in Aetna Inc in Q2 2013 and held it in 22 quarters.
  • Buckingham Capital Management (Ohio)'s Aetna Inc position peaked at $2.29M in Q2 2017.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Buckingham Capital Management (Ohio)'s 13F filing for Q4 2018, filed 4 Feb 2019.