CFIC
AET

City Financial Investment Company’s Aetna Inc AET Stock Holding History

City Financial Investment Company’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
-49,518
Closed -$10M – 178
2018
Q3 		$10M Sell
49,518
-8,784
-15% -$1.72M 0.32% 39
2018
Q2 		$10.7M Buy
58,302
+22,875
+65% +$4.08M 0.54% 27
2018
Q1 		$5.99M Buy
+35,427
New +$6.37M 0.4% 40

Other funds holding AET

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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 $59.5B AUM 35.96% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

City Financial Investment Company's AET Position: Q4 2018 in Review

City Financial Investment Company sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 49,518 shares — an estimated $10M sold.

City Financial Investment Company first reported a position in AET in Q1 2018 and held it in 3 quarters. The position peaked at $10.7M in Q2 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • City Financial Investment Company reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • City Financial Investment Company sold 49,518 Aetna Inc shares in Q4 2018, an estimated $10M.
  • City Financial Investment Company first reported a position in Aetna Inc in Q1 2018 and held it in 3 quarters.
  • City Financial Investment Company's Aetna Inc position peaked at $10.7M in Q2 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on City Financial Investment Company's 13F filing for Q4 2018, filed 13 Feb 2019.