CT
AET

Cambridge Trust’s Aetna Inc AET Stock Holding History

Cambridge Trust’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
-1,387
Closed -$281K – 254
2018
Q3 		$281K Buy
1,387
+36
+3% +$7.04K 0.02% 217
2018
Q2 		$248K Buy
+1,351
New +$241K 0.02% 224
2018
Q1 		– Sell
-1,286
Closed -$232K – 266
2017
Q4 		$232K Sell
1,286
-966
-43% -$166K 0.01% 237
2017
Q3 		$358K Hold
2,252
– – 0.02% 205
2017
Q2 		$342K Hold
2,252
– – 0.02% 211
2017
Q1 		$287K Sell
2,252
-845
-27% -$106K 0.02% 237
2016
Q4 		$384K Sell
3,097
-110
-3% -$13.2K 0.03% 200
2016
Q3 		$370K Hold
3,207
– – 0.03% 202
2016
Q2 		$392K Sell
3,207
-570
-15% -$65.4K 0.03% 188
2016
Q1 		$424K Sell
3,777
-619
-14% -$66.2K 0.03% 162
2015
Q4 		$475K Sell
4,396
-300
-6% -$32.4K 0.04% 148
2015
Q3 		$514K Sell
4,696
-547
-10% -$63.2K 0.05% 141
2015
Q2 		$668K Buy
5,243
+124
+2% +$14.2K 0.06% 130
2015
Q1 		$545K Sell
5,119
-211
-4% -$20.7K 0.05% 140
2014
Q4 		$473K Buy
5,330
+2,700
+103% +$227K 0.04% 143
2014
Q3 		$213K Hold
2,630
– – 0.02% 195
2014
Q2 		$213K Sell
2,630
-900
-25% -$68.1K 0.02% 199
2014
Q1 		$265K Buy
+3,530
New +$250K 0.02% 171

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

Cambridge Trust's AET Position: Q4 2018 in Review

Cambridge Trust sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 1,387 shares — an estimated $281K sold.

Cambridge Trust first reported a position in AET in Q1 2014 and held it in 18 quarters. The position peaked at $668K in Q2 2015. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Cambridge Trust reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Cambridge Trust sold 1,387 Aetna Inc shares in Q4 2018, an estimated $281K.
  • Cambridge Trust first reported a position in Aetna Inc in Q1 2014 and held it in 18 quarters.
  • Cambridge Trust's Aetna Inc position peaked at $668K in Q2 2015.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Cambridge Trust's 13F filing for Q4 2018, filed 4 Feb 2019.