DADC
AET

D.A. Davidson & Co’s Aetna Inc AET Stock Holding History

D.A. Davidson & Co’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
-5,922
Closed -$1.2M – 1211
2018
Q3 		$1.2M Buy
5,922
+191
+3% +$37.3K 0.02% 470
2018
Q2 		$1.05M Sell
5,731
-2,636
-32% -$470K 0.02% 486
2018
Q1 		$1.41M Buy
8,367
+2,684
+47% +$482K 0.03% 397
2017
Q4 		$1.02M Sell
5,683
-1,698
-23% -$292K 0.02% 456
2017
Q3 		$1.17M Buy
7,381
+40
+0.5% +$6.25K 0.02% 456
2017
Q2 		$1.11M Buy
7,341
+225
+3% +$31.8K 0.03% 430
2017
Q1 		$907K Buy
7,116
+655
+10% +$82.2K 0.02% 462
2016
Q4 		$797K Sell
6,461
-10,573
-62% -$1.27M 0.02% 518
2016
Q3 		$1.97M Buy
17,034
+13,218
+346% +$1.55M 0.05% 333
2016
Q2 		$465K Buy
3,816
+1,845
+94% +$212K 0.01% 562
2016
Q1 		$220K Buy
1,971
+450
+30% +$48.1K 0.01% 801
2015
Q4 		$163K Buy
1,521
+599
+65% +$64.7K 0.01% 917
2015
Q3 		$100K Buy
922
+142
+18% +$16.4K ﹤0.01% 1095
2015
Q2 		$98K Sell
780
-137
-15% -$15.6K ﹤0.01% 1161
2015
Q1 		$96K Sell
917
-6,464
-88% -$633K ﹤0.01% 1155
2014
Q4 		$655K Buy
7,381
+6,520
+757% +$547K 0.02% 512
2014
Q3 		$69K Sell
861
-278
-24% -$22.6K ﹤0.01% 1282
2014
Q2 		$91K Sell
1,139
-7
-0.6% -$530 ﹤0.01% 1192
2014
Q1 		$84K Sell
1,146
-28
-2% -$1.98K ﹤0.01% 1217
2013
Q4 		$79K Buy
1,174
+237
+25% +$15.5K ﹤0.01% 1173
2013
Q3 		$59K Sell
937
-308
-25% -$19.8K ﹤0.01% 1097
2013
Q2 		$78K Buy
+1,245
New +$73.1K ﹤0.01% 967

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

D.A. Davidson & Co's AET Position: Q4 2018 in Review

D.A. Davidson & Co sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 5,922 shares — an estimated $1.2M sold.

D.A. Davidson & Co first reported a position in AET in Q2 2013 and held it in 22 quarters. The position peaked at $1.97M in Q3 2016. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • D.A. Davidson & Co reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • D.A. Davidson & Co sold 5,922 Aetna Inc shares in Q4 2018, an estimated $1.2M.
  • D.A. Davidson & Co first reported a position in Aetna Inc in Q2 2013 and held it in 22 quarters.
  • D.A. Davidson & Co's Aetna Inc position peaked at $1.97M in Q3 2016.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on D.A. Davidson & Co's 13F filing for Q4 2018, filed 29 Jan 2019.