DBT
AET

Dubuque Bank & Trust’s Aetna Inc AET Stock Holding History

Dubuque Bank & Trust’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
-340
Closed -$69K – 687
2018
Q3 		$69K Sell
340
-7
-2% -$1.37K 0.01% 238
2018
Q2 		$64K Hold
347
– – 0.01% 298
2018
Q1 		$59K Buy
347
+7
+2% +$1.26K 0.01% 321
2017
Q4 		$62K Hold
340
– – 0.01% 321
2017
Q3 		$55K Hold
340
– – 0.01% 319
2017
Q2 		$52K Sell
340
-64
-16% -$9.05K 0.01% 315
2017
Q1 		$52K Hold
404
– – 0.01% 323
2016
Q4 		$50K Hold
404
– – 0.01% 242
2016
Q3 		$47K Hold
404
– – 0.01% 244
2016
Q2 		$49K Buy
404
+280
+226% +$32.1K 0.01% 264
2016
Q1 		$14K Sell
124
-25
-17% -$2.67K ﹤0.01% 396
2015
Q4 		$16K Buy
149
+89
+148% +$9.62K ﹤0.01% 436
2015
Q3 		$7K Hold
60
– – ﹤0.01% 482
2015
Q2 		$8K Buy
+60
New +$6.85K ﹤0.01% 510

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

Dubuque Bank & Trust's AET Position: Q4 2018 in Review

Dubuque Bank & Trust sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 340 shares — an estimated $69K sold.

Dubuque Bank & Trust first reported a position in AET in Q2 2015 and held it in 14 quarters. The position peaked at $69K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Dubuque Bank & Trust reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Dubuque Bank & Trust sold 340 Aetna Inc shares in Q4 2018, an estimated $69K.
  • Dubuque Bank & Trust first reported a position in Aetna Inc in Q2 2015 and held it in 14 quarters.
  • Dubuque Bank & Trust's Aetna Inc position peaked at $69K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Dubuque Bank & Trust's 13F filing for Q4 2018, filed 15 Jan 2019.