CL
AET

CPWM LLC’s Aetna Inc AET Stock Holding History

CPWM LLC’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
-1,151
Closed -$233K – 305
2018
Q3 		$233K Hold
1,151
– – 0.03% 265
2018
Q2 		$211K Buy
+1,151
New +$205K 0.03% 277
2017
Q1 		– Sell
-1,727
Closed -$214K – 275
2016
Q4 		$214K Sell
1,727
-667
-28% -$79.9K 0.05% 234
2016
Q3 		$276K Buy
2,394
+207
+9% +$24.3K 0.06% 206
2016
Q2 		$267K Sell
2,187
-177
-7% -$20.3K 0.06% 212
2016
Q1 		$266K Buy
+2,364
New +$253K 0.06% 212

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

CPWM LLC's AET Position: Q4 2018 in Review

CPWM LLC sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 1,151 shares — an estimated $233K sold.

CPWM LLC first reported a position in AET in Q1 2016 and held it in 6 quarters. The position peaked at $276K in Q3 2016. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • CPWM LLC reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • CPWM LLC sold 1,151 Aetna Inc shares in Q4 2018, an estimated $233K.
  • CPWM LLC first reported a position in Aetna Inc in Q1 2016 and held it in 6 quarters.
  • CPWM LLC's Aetna Inc position peaked at $276K in Q3 2016.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

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