CFMC
AET

Curbstone Financial Management Corp’s Aetna Inc AET Stock Holding History

Curbstone Financial Management Corp’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
-8,450
Closed -$1.71M – 174
2018
Q3 		$1.71M Sell
8,450
-900
-10% -$176K 0.45% 59
2018
Q2 		$1.72M Hold
9,350
– – 0.47% 60
2018
Q1 		$1.58M Buy
9,350
+4,500
+93% +$809K 0.45% 61
2017
Q4 		$875K Sell
4,850
-5,050
-51% -$868K 0.48% 61
2017
Q3 		$1.57M Buy
9,900
+4,575
+86% +$715K 0.46% 67
2017
Q2 		$808K Hold
5,325
– – 0.49% 63
2017
Q1 		$679K Hold
5,325
– – 0.42% 68
2016
Q4 		$660K Sell
5,325
-5,925
-53% -$709K 0.42% 68
2016
Q3 		$1.3M Hold
11,250
– – 0.42% 70
2016
Q2 		$1.37M Hold
11,250
– – 0.46% 67
2016
Q1 		$1.26M Sell
11,250
-350
-3% -$37.5K 0.42% 69
2015
Q4 		$1.25M Buy
11,600
+5,350
+86% +$578K 0.43% 68
2015
Q3 		$684K Buy
6,250
+225
+4% +$26K 0.5% 60
2015
Q2 		$768K Buy
6,025
+1,325
+28% +$151K 0.51% 56
2015
Q1 		$501K Buy
+4,700
New +$460K 0.34% 86

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 $953M AUM 24.79% 1-Year Est. Return

Curbstone Financial Management Corp's AET Position: Q4 2018 in Review

Curbstone Financial Management Corp sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 8,450 shares — an estimated $1.71M sold.

Curbstone Financial Management Corp first reported a position in AET in Q1 2015 and held it in 15 quarters. The position peaked at $1.72M in Q2 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Curbstone Financial Management Corp reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Curbstone Financial Management Corp sold 8,450 Aetna Inc shares in Q4 2018, an estimated $1.71M.
  • Curbstone Financial Management Corp first reported a position in Aetna Inc in Q1 2015 and held it in 15 quarters.
  • Curbstone Financial Management Corp's Aetna Inc position peaked at $1.72M in Q2 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Curbstone Financial Management Corp's 13F filing for Q4 2018, filed 8 Jan 2019.