DSI
AET

Daiwa SB Investments’s Aetna Inc AET Stock Holding History

Daiwa SB Investments’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
-610
Closed -$124K – 266
2018
Q3 		$124K Sell
610
-70
-10% -$13.7K 0.02% 153
2018
Q2 		$125K Buy
680
+160
+31% +$28.5K 0.03% 162
2018
Q1 		$88K Sell
520
-60
-10% -$10.8K 0.03% 158
2017
Q4 		$105K Sell
580
-50
-8% -$8.59K 0.03% 161
2017
Q3 		$100K Buy
630
+110
+21% +$17.2K 0.03% 160
2017
Q2 		$79K Sell
520
-40
-7% -$5.65K 0.02% 170
2017
Q1 		$71K Sell
560
-30
-5% -$3.77K 0.02% 173
2016
Q4 		$73K Buy
590
+110
+23% +$13.2K 0.02% 166
2016
Q3 		$55K Sell
480
-10
-2% -$1.17K 0.01% 171
2016
Q2 		$59K Buy
490
+30
+7% +$3.44K 0.02% 141
2016
Q1 		$52K Buy
+460
New +$49.2K 0.01% 151

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

Daiwa SB Investments's AET Position: Q4 2018 in Review

Daiwa SB Investments sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 610 shares — an estimated $124K sold.

Daiwa SB Investments first reported a position in AET in Q1 2016 and held it in 11 quarters. The position peaked at $125K in Q2 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Daiwa SB Investments reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Daiwa SB Investments sold 610 Aetna Inc shares in Q4 2018, an estimated $124K.
  • Daiwa SB Investments first reported a position in Aetna Inc in Q1 2016 and held it in 11 quarters.
  • Daiwa SB Investments's Aetna Inc position peaked at $125K in Q2 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Daiwa SB Investments's 13F filing for Q4 2018, filed 16 Jan 2019.