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
-22,400
Closed -$4.54M – 1422
2018
Q3 		$4.54M Sell
22,400
-115,600
-84% -$22.6M 0.05% 268
2018
Q2 		$25.3M Sell
138,000
-67,300
-33% -$12M 0.39% 50
2018
Q1 		$34.7M Buy
+205,300
New +$36.9M 0.66% 36

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 $953M AUM 24.79% 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.