Calamos Advisors
AET

Calamos Advisors’s Aetna Inc AET Stock Holding History

Calamos Advisors’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
-73,159
Closed -$14.8M – 736
2018
Q3 		$14.8M Sell
73,159
-5,690
-7% -$1.11M 0.08% 264
2018
Q2 		$14.5M Sell
78,849
-18,820
-19% -$3.35M 0.09% 272
2018
Q1 		$16.5M Sell
97,669
-11,689
-11% -$2.1M 0.11% 247
2017
Q4 		$19.7M Sell
109,358
-267,390
-71% -$45.9M 0.1% 202
2017
Q3 		$59.9M Sell
376,748
-1,675
-0.4% -$262K 0.46% 48
2017
Q2 		$57.5M Sell
378,423
-1,426
-0.4% -$202K 0.42% 54
2017
Q1 		$48.5M Buy
379,849
+25,072
+7% +$3.15M 0.38% 64
2016
Q4 		$44M Buy
354,777
+53,150
+18% +$6.36M 0.35% 77
2016
Q3 		$34.8M Buy
301,627
+238,667
+379% +$28M 0.25% 127
2016
Q2 		$7.69M Buy
62,960
+23
+0% +$2.64K 0.05% 298
2016
Q1 		$7.07M Buy
62,937
+3,770
+6% +$403K 0.05% 298
2015
Q4 		$6.4M Hold
59,167
– – 0.04% 309
2015
Q3 		$6.47M Buy
59,167
+19
+0% +$2.19K 0.04% 312
2015
Q2 		$7.54M Sell
59,148
-3,196
-5% -$365K 0.05% 316
2015
Q1 		$6.64M Buy
62,344
+35,706
+134% +$3.5M 0.04% 326
2014
Q4 		$2.37M Buy
26,638
+138
+0.5% +$11.6K 0.02% 454
2014
Q3 		$2.15M Hold
26,500
– – 0.01% 444
2014
Q2 		$2.15M Hold
26,500
– – 0.01% 449
2014
Q1 		$1.99M Hold
26,500
– – 0.01% 445
2013
Q4 		$1.82M Hold
26,500
– – 0.01% 449
2013
Q3 		$1.7M Hold
26,500
– – 0.01% 433
2013
Q2 		$1.68M Buy
+26,500
New +$1.56M 0.01% 414

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

Calamos Advisors's AET Position: Q4 2018 in Review

Calamos Advisors sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 73,159 shares — an estimated $14.8M sold.

Calamos Advisors first reported a position in AET in Q2 2013 and held it in 22 quarters. The position peaked at $59.9M in Q3 2017. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Calamos Advisors reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Calamos Advisors sold 73,159 Aetna Inc shares in Q4 2018, an estimated $14.8M.
  • Calamos Advisors first reported a position in Aetna Inc in Q2 2013 and held it in 22 quarters.
  • Calamos Advisors's Aetna Inc position peaked at $59.9M in Q3 2017.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Calamos Advisors's 13F filing for Q4 2018, filed 24 Jan 2019.