BC
AET

Burney Company’s Aetna Inc AET Stock Holding History

Burney Company’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
-106,060
Closed -$21.5M – 456
2018
Q3 		$21.5M Sell
106,060
-19,028
-15% -$3.72M 1.28% 9
2018
Q2 		$23M Buy
125,088
+2,158
+2% +$385K 1.35% 8
2018
Q1 		$20.8M Sell
122,930
-9,938
-7% -$1.79M 1.29% 10
2017
Q4 		$24M Buy
132,868
+8,504
+7% +$1.46M 1.35% 11
2017
Q3 		$19.6M Sell
124,364
-3,558
-3% -$556K 1.27% 11
2017
Q2 		$19.4M Sell
127,922
-5,345
-4% -$756K 1.27% 11
2017
Q1 		$17M Sell
133,267
-33,387
-20% -$4.19M 1.12% 19
2016
Q4 		$20.7M Sell
166,654
-8,952
-5% -$1.07M 1.4% 7
2016
Q3 		$20.4M Sell
175,606
-6,832
-4% -$801K 1.44% 8
2016
Q2 		$22.3M Sell
182,438
-8,653
-5% -$994K 1.6% 6
2016
Q1 		$21.5M Sell
191,091
-9,384
-5% -$1M 1.56% 4
2015
Q4 		$21.8M Sell
200,475
-9,359
-4% -$1.01M 1.62% 5
2015
Q3 		$23M Sell
209,834
-14,198
-6% -$1.64M 1.77% 4
2015
Q2 		$28.6M Buy
224,032
+12,509
+6% +$1.43M 1.94% 2
2015
Q1 		$22.5M Buy
211,523
+66,495
+46% +$6.51M 1.54% 5
2014
Q4 		$12.9M Buy
145,028
+71,159
+96% +$5.97M 1.02% 23
2014
Q3 		$5.98M Buy
73,869
+14,416
+24% +$1.17M 0.51% 68
2014
Q2 		$4.82M Buy
59,453
+7,174
+14% +$543K 0.42% 79
2014
Q1 		$3.92M Buy
52,279
+16,532
+46% +$1.17M 0.36% 92
2013
Q4 		$2.45M Buy
35,747
+6,751
+23% +$441K 0.24% 119
2013
Q3 		$1.86M Buy
28,996
+6,318
+28% +$405K 0.21% 129
2013
Q2 		$1.44M Buy
+22,678
New +$1.33M 0.18% 142

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

Burney Company's AET Position: Q4 2018 in Review

Burney Company sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 106,060 shares — an estimated $21.5M sold.

Burney Company first reported a position in AET in Q2 2013 and held it in 22 quarters. The position peaked at $28.6M in Q2 2015. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Burney Company reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Burney Company sold 106,060 Aetna Inc shares in Q4 2018, an estimated $21.5M.
  • Burney Company first reported a position in Aetna Inc in Q2 2013 and held it in 22 quarters.
  • Burney Company's Aetna Inc position peaked at $28.6M in Q2 2015.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Burney Company's 13F filing for Q4 2018, filed 12 Feb 2019.