CRC
AET

Curi RMB Capital’s Aetna Inc AET Stock Holding History

Curi RMB 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
-1,054
Closed -$214K – 1038
2018
Q3 		$214K Buy
+1,054
New +$206K 0.01% 819
2016
Q4 		– Sell
-10,857
Closed -$1.25M – 581
2016
Q3 		$1.25M Buy
+10,857
New +$1.27M 0.07% 224

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

Curi RMB Capital's AET Position: Q4 2018 in Review

Curi RMB Capital sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 1,054 shares — an estimated $214K sold.

Curi RMB Capital first reported a position in AET in Q3 2016 and held it in 2 quarters. The position peaked at $1.25M in Q3 2016. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Curi RMB Capital reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Curi RMB Capital sold 1,054 Aetna Inc shares in Q4 2018, an estimated $214K.
  • Curi RMB Capital first reported a position in Aetna Inc in Q3 2016 and held it in 2 quarters.
  • Curi RMB Capital's Aetna Inc position peaked at $1.25M in Q3 2016.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

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