CT
AET

Chicago Trust’s Aetna Inc AET Stock Holding History

Chicago 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
-11,255
Closed -$2.28M – 177
2018
Q3 		$2.28M Sell
11,255
-2,732
-20% -$534K 0.91% 40
2018
Q2 		$2.57M Sell
13,987
-1,613
-10% -$287K 1.09% 32
2018
Q1 		$2.64M Sell
15,600
-1,126
-7% -$202K 1.13% 33
2017
Q4 		$3.02M Buy
16,726
+949
+6% +$163K 1.21% 27
2017
Q3 		$2.51K Sell
15,777
-2,571
-14% -$402K 1.06% 35
2017
Q2 		$2.79K Sell
18,348
-1,156
-6% -$163K 1.24% 28
2017
Q1 		$2.49K Sell
19,504
-1,964
-9% -$247K 1.1% 29
2016
Q4 		$2.66M Sell
21,468
-375
-2% -$44.9K 1.16% 25
2016
Q3 		$2.52M Sell
21,843
-944
-4% -$111K 1.1% 29
2016
Q2 		$2.78M Sell
22,787
-1,466
-6% -$168K 1.14% 26
2016
Q1 		$2.73M Sell
24,253
-189
-0.8% -$20.2K 1.13% 27
2015
Q4 		$2.64M Sell
24,442
-1,093
-4% -$118K 1.03% 27
2015
Q3 		$2.79M Buy
25,535
+1,534
+6% +$177K 1.07% 26
2015
Q2 		$3.06M Buy
24,001
+320
+1% +$36.5K 1.08% 27
2015
Q1 		$2.52M Buy
+23,681
New +$2.32M 0.86% 37

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

Chicago Trust's AET Position: Q4 2018 in Review

Chicago Trust sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 11,255 shares — an estimated $2.28M sold.

Chicago Trust first reported a position in AET in Q1 2015 and held it in 15 quarters. The position peaked at $3.06M in Q2 2015. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Chicago Trust reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Chicago Trust sold 11,255 Aetna Inc shares in Q4 2018, an estimated $2.28M.
  • Chicago Trust first reported a position in Aetna Inc in Q1 2015 and held it in 15 quarters.
  • Chicago Trust's Aetna Inc position peaked at $3.06M in Q2 2015.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Chicago Trust's 13F filing for Q4 2018, filed 9 Jan 2019.