Douglass Winthrop Advisors’s Aetna Inc AET Stock Holding History

Douglass Winthrop Advisors’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	-3,000	Closed	-$609K	–	263
2018 Q3	$609K	Sell	3,000 -550	-15%	-$107K	0.03%	153
2018 Q2	$651K	Hold	3,550	–	–	0.03%	179
2018 Q1	$600K	Buy	+3,550	New	+$638K	0.03%	180

Other funds holding AET

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 Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return

Douglass Winthrop Advisors's AET Position: Q4 2018 in Review

Douglass Winthrop Advisors sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 3,000 shares — an estimated $609K sold.

Douglass Winthrop Advisors first reported a position in AET in Q1 2018 and held it in 3 quarters. The position peaked at $651K in Q2 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

Douglass Winthrop Advisors reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
Douglass Winthrop Advisors sold 3,000 Aetna Inc shares in Q4 2018, an estimated $609K.
Douglass Winthrop Advisors first reported a position in Aetna Inc in Q1 2018 and held it in 3 quarters.
Douglass Winthrop Advisors's Aetna Inc position peaked at $651K in Q2 2018.
6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Douglass Winthrop Advisors's 13F filing for Q4 2018, filed 16 Jan 2019.