CG
AET

Colony Group’s Aetna Inc AET Stock Holding History

Colony Group’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
-8,703
Closed -$1.76M – 554
2018
Q3 		$1.76M Buy
8,703
+134
+2% +$26.2K 0.09% 214
2018
Q2 		$1.57M Buy
8,569
+6,664
+350% +$1.19M 0.08% 227
2018
Q1 		$322K Buy
1,905
+225
+13% +$40.4K 0.02% 387
2017
Q4 		$303K Buy
1,680
+155
+10% +$26.6K 0.02% 389
2017
Q3 		$242K Sell
1,525
-64
-4% -$10K 0.02% 390
2017
Q2 		$241K Buy
+1,589
New +$225K 0.02% 382
2015
Q4 		– Sell
-94
Closed -$10K – 946
2015
Q3 		$10K Hold
94
– – ﹤0.01% 616
2015
Q2 		$12K Hold
94
– – ﹤0.01% 586
2015
Q1 		$10K Hold
94
– – ﹤0.01% 571
2014
Q4 		$8K Sell
94
-303
-76% -$25.4K ﹤0.01% 615
2014
Q3 		$32K Buy
397
+30
+8% +$2.44K ﹤0.01% 474
2014
Q2 		$30K Hold
367
– – ﹤0.01% 383
2014
Q1 		$28K Buy
367
+20
+6% +$1.42K ﹤0.01% 394
2013
Q4 		$24K Buy
+347
New +$22.6K ﹤0.01% 383

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

Colony Group's AET Position: Q4 2018 in Review

Colony Group sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 8,703 shares — an estimated $1.76M sold.

Colony Group first reported a position in AET in Q4 2013 and held it in 14 quarters. The position peaked at $1.76M in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Colony Group reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Colony Group sold 8,703 Aetna Inc shares in Q4 2018, an estimated $1.76M.
  • Colony Group first reported a position in Aetna Inc in Q4 2013 and held it in 14 quarters.
  • Colony Group's Aetna Inc position peaked at $1.76M in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Colony Group's 13F filing for Q4 2018, filed 15 Feb 2019.