CBT
AET

Capital Bank & Trust’s Aetna Inc AET Stock Holding History

Capital Bank & 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
-1,306
Closed -$265K – 910
2018
Q3 		$265K Hold
1,306
– – ﹤0.01% 268
2018
Q2 		$240K Hold
1,306
– – ﹤0.01% 269
2018
Q1 		$221K Sell
1,306
-500
-28% -$89.8K ﹤0.01% 254
2017
Q4 		$326K Buy
1,806
+592
+49% +$102K ﹤0.01% 242
2017
Q3 		$193K Sell
1,214
-111
-8% -$17.3K ﹤0.01% 264
2017
Q2 		$201K Buy
+1,325
New +$187K ﹤0.01% 248

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

Capital Bank & Trust's AET Position: Q4 2018 in Review

Capital Bank & Trust sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 1,306 shares — an estimated $265K sold.

Capital Bank & Trust first reported a position in AET in Q2 2017 and held it in 6 quarters. The position peaked at $326K in Q4 2017. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Capital Bank & Trust reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Capital Bank & Trust sold 1,306 Aetna Inc shares in Q4 2018, an estimated $265K.
  • Capital Bank & Trust first reported a position in Aetna Inc in Q2 2017 and held it in 6 quarters.
  • Capital Bank & Trust's Aetna Inc position peaked at $326K in Q4 2017.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Capital Bank & Trust's 13F filing for Q4 2018, filed 14 Feb 2019.