Capstone Investment Advisors
AET

Capstone Investment Advisors’s Aetna Inc AET Stock Holding History

Capstone Investment 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
-188,912
Closed -$38.3M – 1421
2018
Q3 		$38.3M Sell
188,912
-120,780
-39% -$23.6M 0.44% 30
2018
Q2 		$56.8M Sell
309,692
-34,702
-10% -$6.19M 0.87% 22
2018
Q1 		$58.2M Buy
344,394
+194,389
+130% +$34.9M 1.11% 21
2017
Q4 		$27.1M Buy
150,005
+142,600
+1,926% +$24.5M 0.76% 26
2017
Q3 		$1.18M Buy
+7,405
New +$1.16M 0.04% 201
2017
Q2 		– Sell
-7,300
Closed -$931K – 1056
2017
Q1 		$931K Buy
+7,300
New +$917K 0.02% 448
2016
Q4 		– Sell
-22,261
Closed -$2.57M – 1193
2016
Q3 		$2.57M Buy
+22,261
New +$2.61M 0.06% 222

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

Capstone Investment Advisors's AET Position: Q4 2018 in Review

Capstone Investment Advisors sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 188,912 shares — an estimated $38.3M sold.

Capstone Investment Advisors first reported a position in AET in Q3 2016 and held it in 7 quarters. The position peaked at $58.2M in Q1 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Capstone Investment Advisors reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Capstone Investment Advisors sold 188,912 Aetna Inc shares in Q4 2018, an estimated $38.3M.
  • Capstone Investment Advisors first reported a position in Aetna Inc in Q3 2016 and held it in 7 quarters.
  • Capstone Investment Advisors's Aetna Inc position peaked at $58.2M in Q1 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Capstone Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.