CG
AET

Caprock Group’s Aetna Inc AET Stock Holding History

Caprock Group’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
-3,081
Closed -$625K – 431
2018
Q3 		$625K Hold
3,081
– – 0.13% 148
2018
Q2 		$565K Sell
3,081
-129
-4% -$23K 0.12% 156
2018
Q1 		$542K Sell
3,210
-216
-6% -$38.8K 0.12% 162
2017
Q4 		$633K Buy
3,426
+24
+0.7% +$4.12K 0.12% 164
2017
Q3 		$541K Buy
3,402
+406
+14% +$63.4K 0.11% 181
2017
Q2 		$455K Buy
2,996
+172
+6% +$24.3K 0.1% 188
2017
Q1 		$360K Buy
2,824
+25
+0.9% +$3.14K 0.08% 211
2016
Q4 		$347K Sell
2,799
-717
-20% -$85.8K 0.09% 198
2016
Q3 		$406K Buy
3,516
+212
+6% +$24.8K 0.09% 206
2016
Q2 		$404K Sell
3,304
-705
-18% -$81K 0.1% 181
2016
Q1 		$450K Buy
+4,009
New +$429K 0.11% 172

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

Caprock Group's AET Position: Q4 2018 in Review

Caprock Group sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 3,081 shares — an estimated $625K sold.

Caprock Group first reported a position in AET in Q1 2016 and held it in 11 quarters. The position peaked at $633K in Q4 2017. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Caprock Group reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Caprock Group sold 3,081 Aetna Inc shares in Q4 2018, an estimated $625K.
  • Caprock Group first reported a position in Aetna Inc in Q1 2016 and held it in 11 quarters.
  • Caprock Group's Aetna Inc position peaked at $633K in Q4 2017.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Caprock Group's 13F filing for Q4 2018, filed 29 Jan 2019.