CC
AET

Courier Capital’s Aetna Inc AET Stock Holding History

Courier Capital’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
-1,605
Closed -$326K – 299
2018
Q3 		$326K Sell
1,605
-350
-18% -$68.4K 0.04% 218
2018
Q2 		$359K Hold
1,955
– – 0.05% 211
2018
Q1 		$330K Hold
1,955
– – 0.04% 217
2017
Q4 		$353K Sell
1,955
-100
-5% -$17.2K 0.05% 209
2017
Q3 		$327K Hold
2,055
– – 0.05% 204
2017
Q2 		$312K Hold
2,055
– – 0.05% 204
2017
Q1 		$262K Hold
2,055
– – 0.05% 215
2016
Q4 		$255K Hold
2,055
– – 0.05% 221
2016
Q3 		$237K Sell
2,055
-2,203
-52% -$258K 0.05% 240
2016
Q2 		$520K Hold
4,258
– – 0.1% 144
2016
Q1 		$478K Buy
4,258
+50
+1% +$5.35K 0.1% 141
2015
Q4 		$455K Buy
4,208
+400
+11% +$43.2K 0.1% 146
2015
Q3 		$417K Hold
3,808
– – 0.09% 154
2015
Q2 		$485K Hold
3,808
– – 0.1% 147
2015
Q1 		$406K Sell
3,808
-671
-15% -$65.7K 0.08% 178
2014
Q4 		$398K Hold
4,479
– – 0.08% 178
2014
Q3 		$363K Sell
4,479
-646
-13% -$52.6K 0.07% 187
2014
Q2 		$416K Hold
5,125
– – 0.08% 178
2014
Q1 		$384K Buy
+5,125
New +$363K 0.08% 182

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

Courier Capital's AET Position: Q4 2018 in Review

Courier Capital sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 1,605 shares — an estimated $326K sold.

Courier Capital first reported a position in AET in Q1 2014 and held it in 19 quarters. The position peaked at $520K in Q2 2016. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Courier Capital reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Courier Capital sold 1,605 Aetna Inc shares in Q4 2018, an estimated $326K.
  • Courier Capital first reported a position in Aetna Inc in Q1 2014 and held it in 19 quarters.
  • Courier Capital's Aetna Inc position peaked at $520K in Q2 2016.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

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