CCM
AET

Cohen Capital Management’s Aetna Inc AET Stock Holding History

Cohen Capital 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
-47,580
Closed -$9.65M – 143
2018
Q3 		$9.65M Hold
47,580
– – 2.17% 10
2018
Q2 		$8.73M Buy
47,580
+230
+0.5% +$41K 2.02% 12
2018
Q1 		$8.46M Hold
47,350
– – 1.99% 13
2017
Q4 		$8.54M Sell
47,350
-200
-0.4% -$34.4K 1.99% 13
2017
Q3 		$7.56M Sell
47,550
-300
-0.6% -$46.9K 1.83% 16
2017
Q2 		$7.26M Hold
47,850
– – 1.81% 18
2017
Q1 		$6.1M Hold
47,850
– – 1.54% 23
2016
Q4 		$5.93M Sell
47,850
-200
-0.4% -$23.9K 1.62% 23
2016
Q3 		$5.55M Buy
48,050
+350
+0.7% +$41K 1.55% 26
2016
Q2 		$5.83M Hold
47,700
– – 1.69% 24
2016
Q1 		$5.16M Hold
47,700
– – 1.56% 24
2015
Q4 		$5.16M Hold
47,700
– – 1.56% 24
2015
Q3 		$5.22M Hold
47,700
– – 1.56% 24
2015
Q2 		$6.08M Hold
47,700
– – 1.57% 21
2015
Q1 		$5.08M Hold
47,700
– – 1.29% 34
2014
Q4 		$4.24M Hold
47,700
– – 1.1% 36
2014
Q3 		$3.86M Hold
47,700
– – 1.03% 38
2014
Q2 		$3.87M Hold
47,700
– – 1% 42
2014
Q1 		$3.58M Hold
47,700
– – 0.96% 42
2013
Q4 		$3.27M Hold
47,700
– – 0.92% 43
2013
Q3 		$3.05M Hold
47,700
– – 0.94% 42
2013
Q2 		$3.03M Buy
+47,700
New +$2.8M 0.97% 39

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

Cohen Capital Management's AET Position: Q4 2018 in Review

Cohen Capital Management sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 47,580 shares — an estimated $9.65M sold.

Cohen Capital Management first reported a position in AET in Q2 2013 and held it in 22 quarters. The position peaked at $9.65M in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Cohen Capital Management reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Cohen Capital Management sold 47,580 Aetna Inc shares in Q4 2018, an estimated $9.65M.
  • Cohen Capital Management first reported a position in Aetna Inc in Q2 2013 and held it in 22 quarters.
  • Cohen Capital Management's Aetna Inc position peaked at $9.65M in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Cohen Capital Management's 13F filing for Q4 2018, filed 8 Feb 2019.