EFS
AET

Essex Financial Services’s Aetna Inc AET Stock Holding History

Essex Financial Services’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
-12,889
Closed -$2.62M – 307
2018
Q3 		$2.62M Sell
12,889
-598
-4% -$117K 0.58% 48
2018
Q2 		$2.48M Sell
13,487
-295
-2% -$52.6K 0.6% 46
2018
Q1 		$2.33M Sell
13,782
-5
-0% -$898 0.46% 55
2017
Q4 		$2.49M Buy
13,787
+298
+2% +$51.2K 0.59% 43
2017
Q3 		$2.15M Buy
13,489
+428
+3% +$66.9K 0.53% 50
2017
Q2 		$1.98M Sell
13,061
-354
-3% -$50K 0.42% 61
2017
Q1 		$1.71M Buy
13,415
+166
+1% +$20.8K 0.39% 64
2016
Q4 		$1.64M Sell
13,249
-1,098
-8% -$131K 0.35% 71
2016
Q3 		$1.65M Sell
14,347
-209
-1% -$24.5K 0.39% 69
2016
Q2 		$1.78M Sell
14,556
-774
-5% -$88.9K 0.43% 63
2016
Q1 		$1.72M Sell
15,330
-1,029
-6% -$110K 0.43% 63
2015
Q4 		$1.77M Buy
16,359
+1,201
+8% +$130K 0.42% 65
2015
Q3 		$1.66M Buy
15,158
+1,196
+9% +$138K 0.43% 64
2015
Q2 		$1.78M Buy
13,962
+1,150
+9% +$131K 0.46% 60
2015
Q1 		$1.36M Buy
12,812
+3,349
+35% +$328K 0.35% 72
2014
Q4 		$841K Buy
9,463
+858
+10% +$72K 0.22% 115
2014
Q3 		$697K Buy
8,605
+419
+5% +$34.1K 0.21% 121
2014
Q2 		$664K Hold
8,186
– – 0.2% 124
2014
Q1 		$614K Sell
8,186
-237
-3% -$16.8K 0.2% 119
2013
Q4 		$578K Sell
8,423
-1,000
-11% -$65.3K 0.2% 121
2013
Q3 		$603 Buy
9,423
+67
+0.7% +$4.3K 0.19% 112
2013
Q2 		$594K Buy
+9,356
New +$550K 0.21% 112

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

Essex Financial Services's AET Position: Q4 2018 in Review

Essex Financial Services sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 12,889 shares — an estimated $2.62M sold.

Essex Financial Services first reported a position in AET in Q2 2013 and held it in 22 quarters. The position peaked at $2.62M in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Essex Financial Services reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Essex Financial Services sold 12,889 Aetna Inc shares in Q4 2018, an estimated $2.62M.
  • Essex Financial Services first reported a position in Aetna Inc in Q2 2013 and held it in 22 quarters.
  • Essex Financial Services's Aetna Inc position peaked at $2.62M in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Essex Financial Services's 13F filing for Q4 2018, filed 7 Feb 2019.