CM
AET

Caption Management’s Aetna Inc AET Stock Holding History

Caption Management’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
-59,800
Closed -$12.1M – 723
2018
Q3 		$12.1M Hold
59,800
– – 0.67% 31
2018
Q2 		$11M Buy
+59,800
New +$10.7M 0.85% 24

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

Caption Management's AET Position: Q3 2018 in Review

Caption Management sold out of Aetna Inc (AET) in Q3 2018, closing a stake of 6,000 shares — an estimated $1.17M sold.

Caption Management first reported a position in AET in Q2 2018 and held it in 1 quarter. The position peaked at $1.1M in Q2 2018. 1,013 funds tracked by Wall St. Rank hold AET as of Q3 2018.

  • Caption Management reported no remaining Aetna Inc position as of Q3 2018 after selling out during the quarter.
  • Caption Management sold 6,000 Aetna Inc shares in Q3 2018, an estimated $1.17M.
  • Caption Management first reported a position in Aetna Inc in Q2 2018 and held it in 1 quarter.
  • Caption Management's Aetna Inc position peaked at $1.1M in Q2 2018.
  • 1,013 funds tracked by Wall St. Rank held Aetna Inc as of Q3 2018.

Based on Caption Management's 13F filing for Q3 2018, filed 14 Nov 2018.