CA
AET

Cornerstone Advisors’s Aetna Inc AET Stock Holding History

Cornerstone Advisors’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
-25,000
Closed -$5.07M – 263
2018
Q3 		$5.07M Buy
25,000
+5,000
+25% +$977K 0.37% 78
2018
Q2 		$3.67M Hold
20,000
– – 0.44% 64
2018
Q1 		$3.38M Hold
20,000
– – 0.4% 74
2017
Q4 		$3.61M Hold
20,000
– – 0.41% 73
2017
Q3 		$3.18M Buy
20,000
+8,000
+67% +$1.25M 0.37% 82
2017
Q2 		$1.82M Buy
+12,000
New +$1.7M 0.33% 84
2016
Q3 		– Sell
-14,000
Closed -$1.71M – 244
2016
Q2 		$1.71M Hold
14,000
– – 0.42% 68
2016
Q1 		$1.57M Hold
14,000
– – 0.38% 74
2015
Q4 		$1.51M Hold
14,000
– – 0.35% 86
2015
Q3 		$1.53M Hold
14,000
– – 0.36% 83
2015
Q2 		$1.78M Hold
14,000
– – 0.4% 70
2015
Q1 		$1.49M Hold
14,000
– – 0.31% 85
2014
Q4 		$1.24M Hold
14,000
– – 0.25% 116
2014
Q3 		$1.13M Hold
14,000
– – 0.22% 129
2014
Q2 		$1.14M Buy
14,000
+6,000
+75% +$454K 0.23% 133
2014
Q1 		$600K Buy
8,000
+5,000
+167% +$354K 0.14% 181
2013
Q4 		$206K Buy
+3,000
New +$196K 0.05% 242

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

Cornerstone Advisors's AET Position: Q4 2018 in Review

Cornerstone Advisors sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 25,000 shares — an estimated $5.07M sold.

Cornerstone Advisors first reported a position in AET in Q4 2013 and held it in 17 quarters. The position peaked at $5.07M in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Cornerstone Advisors reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Advisors sold 25,000 Aetna Inc shares in Q4 2018, an estimated $5.07M.
  • Cornerstone Advisors first reported a position in Aetna Inc in Q4 2013 and held it in 17 quarters.
  • Cornerstone Advisors's Aetna Inc position peaked at $5.07M in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Cornerstone Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.