EGA
AET

Eagle Global Advisors’s Aetna Inc AET Stock Holding History

Eagle Global 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
-65,461
Closed -$13.3M – 256
2018
Q3 		$13.3M Sell
65,461
-309
-0.5% -$60.4K 0.41% 46
2018
Q2 		$12.1M Sell
65,770
-340
-0.5% -$60.6K 0.38% 50
2018
Q1 		$11.2M Buy
66,110
+246
+0.4% +$44.2K 0.39% 54
2017
Q4 		$11.9M Sell
65,864
-635
-1% -$109K 0.37% 54
2017
Q3 		$10.6M Sell
66,499
-31,374
-32% -$4.9M 0.32% 58
2017
Q2 		$14.9M Sell
97,873
-252
-0.3% -$35.6K 0.43% 45
2017
Q1 		$12.5M Buy
98,125
+2,414
+3% +$303K 0.34% 48
2016
Q4 		$11.9M Sell
95,711
-33,125
-26% -$3.97M 0.32% 55
2016
Q3 		$14.9M Sell
128,836
-41,435
-24% -$4.86M 0.42% 45
2016
Q2 		$20.8M Buy
170,271
+1,676
+1% +$192K 0.61% 41
2016
Q1 		$18.9M Sell
168,595
-1,144
-0.7% -$122K 0.68% 33
2015
Q4 		$18.4M Sell
169,739
-489
-0.3% -$52.9K 0.64% 35
2015
Q3 		$18.6M Sell
170,228
-239
-0.1% -$27.6K 0.62% 34
2015
Q2 		$21.7M Buy
170,467
+5,731
+3% +$654K 0.56% 35
2015
Q1 		$17.5M Sell
164,736
-767
-0.5% -$75.1K 0.46% 41
2014
Q4 		$14.7M Sell
165,503
-2,039
-1% -$171K 0.38% 46
2014
Q3 		$13.6M Sell
167,542
-1,721
-1% -$140K 0.33% 52
2014
Q2 		$13.7M Sell
169,263
-2,918
-2% -$221K 0.35% 48
2014
Q1 		$12.9M Sell
172,181
-3,011
-2% -$213K 0.4% 44
2013
Q4 		$12M Sell
175,192
-5,578
-3% -$364K 0.38% 50
2013
Q3 		$11.6M Sell
180,770
-2,373
-1% -$152K 0.41% 44
2013
Q2 		$11.6M Buy
+183,143
New +$10.8M 0.44% 36

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

Eagle Global Advisors's AET Position: Q4 2018 in Review

Eagle Global Advisors sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 65,461 shares — an estimated $13.3M sold.

Eagle Global Advisors first reported a position in AET in Q2 2013 and held it in 22 quarters. The position peaked at $21.7M in Q2 2015. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Eagle Global Advisors reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Eagle Global Advisors sold 65,461 Aetna Inc shares in Q4 2018, an estimated $13.3M.
  • Eagle Global Advisors first reported a position in Aetna Inc in Q2 2013 and held it in 22 quarters.
  • Eagle Global Advisors's Aetna Inc position peaked at $21.7M in Q2 2015.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Eagle Global Advisors's 13F filing for Q4 2018, filed 30 Jan 2019.