CPA
AET

Court Place Advisors’s Aetna Inc AET Stock Holding History

Court Place 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
-41,040
Closed -$8.32M – 184
2018
Q3 		$8.32M Hold
41,040
– – 3.16% 5
2018
Q2 		$7.53M Sell
41,040
-650
-2% -$116K 3.12% 5
2018
Q1 		$7.05M Sell
41,690
-790
-2% -$142K 2.95% 5
2017
Q4 		$7.66M Sell
42,480
-203
-0.5% -$34.9K 3.16% 4
2017
Q3 		$6.79M Sell
42,683
-598
-1% -$93.4K 3.02% 4
2017
Q2 		$6.57M Sell
43,281
-125
-0.3% -$17.7K 3.12% 4
2017
Q1 		$5.54M Sell
43,406
-277
-0.6% -$34.8K 2.72% 7
2016
Q4 		$5.42M Sell
43,683
-551
-1% -$66K 2.82% 8
2016
Q3 		$5.11M Sell
44,234
-81
-0.2% -$9.49K 2.84% 7
2016
Q2 		$5.41M Sell
44,315
-100
-0.2% -$11.5K 3.14% 6
2016
Q1 		$4.99M Sell
44,415
-50
-0.1% -$5.35K 3.09% 6
2015
Q4 		$4.81M Sell
44,465
-72
-0.2% -$7.78K 3.08% 6
2015
Q3 		$4.87M Sell
44,537
-240
-0.5% -$27.7K 3.37% 4
2015
Q2 		$5.71M Sell
44,777
-70
-0.2% -$7.99K 3.64% 3
2015
Q1 		$4.78M Hold
44,847
– – 3.04% 4
2014
Q4 		$3.98M Sell
44,847
-200
-0.4% -$16.8K 2.58% 9
2014
Q3 		$3.65M Sell
45,047
-200
-0.4% -$16.3K 2.48% 10
2014
Q2 		$3.67M Hold
45,247
– – 2.54% 8
2014
Q1 		$3.39M Sell
45,247
-200
-0.4% -$14.2K 2.46% 9
2013
Q4 		$3.12M Buy
+45,447
New +$2.97M 2.38% 8

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

Court Place Advisors's AET Position: Q4 2018 in Review

Court Place Advisors sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 41,040 shares — an estimated $8.32M sold.

Court Place Advisors first reported a position in AET in Q4 2013 and held it in 20 quarters. The position peaked at $8.32M in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Court Place Advisors reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Court Place Advisors sold 41,040 Aetna Inc shares in Q4 2018, an estimated $8.32M.
  • Court Place Advisors first reported a position in Aetna Inc in Q4 2013 and held it in 20 quarters.
  • Court Place Advisors's Aetna Inc position peaked at $8.32M in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Court Place Advisors's 13F filing for Q4 2018, filed 28 Jan 2019.