CCP
AET

Corient Capital Partners’s Aetna Inc AET Stock Holding History

Corient Capital Partners’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
-1,693
Closed -$343K – 326
2018
Q3 		$343K Hold
1,693
– – 0.06% 224
2018
Q2 		$311K Buy
1,693
+118
+7% +$21K 0.05% 222
2018
Q1 		$266K Buy
1,575
+38
+2% +$6.83K 0.05% 220
2017
Q4 		$277K Sell
1,537
-244
-14% -$41.9K 0.05% 247
2017
Q3 		$284K Sell
1,781
-51
-3% -$7.97K 0.05% 230
2017
Q2 		$278K Buy
1,832
+18
+1% +$2.54K 0.04% 264
2017
Q1 		$231K Sell
1,814
-26
-1% -$3.27K 0.04% 281
2016
Q4 		$228K Buy
1,840
+95
+5% +$11.4K 0.04% 284
2016
Q3 		$201K Buy
+1,745
New +$205K 0.04% 296

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

Corient Capital Partners's AET Position: Q4 2018 in Review

Corient Capital Partners sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 1,693 shares — an estimated $343K sold.

Corient Capital Partners first reported a position in AET in Q3 2016 and held it in 9 quarters. The position peaked at $343K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Corient Capital Partners reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Corient Capital Partners sold 1,693 Aetna Inc shares in Q4 2018, an estimated $343K.
  • Corient Capital Partners first reported a position in Aetna Inc in Q3 2016 and held it in 9 quarters.
  • Corient Capital Partners's Aetna Inc position peaked at $343K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Corient Capital Partners's 13F filing for Q4 2018, filed 7 Feb 2019.