ECM
AET

Everence Capital Management’s Aetna Inc AET Stock Holding History

Everence Capital Management’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
-7,648
Closed -$1.55M – 458
2018
Q3 		$1.55M Hold
7,648
– – 0.31% 80
2018
Q2 		$1.4M Hold
7,648
– – 0.3% 81
2018
Q1 		$1.29M Hold
7,648
– – 0.29% 91
2017
Q4 		$1.38M Sell
7,648
-222
-3% -$38.1K 0.3% 82
2017
Q3 		$1.25M Hold
7,870
– – 0.29% 100
2017
Q2 		$1.2M Hold
7,870
– – 0.29% 97
2017
Q1 		$1M Hold
7,870
– – 0.26% 107
2016
Q4 		$976K Buy
+7,870
New +$942K 0.28% 104
2015
Q4 		– Sell
-4,309
Closed -$471K – 325
2015
Q3 		$471K Hold
4,309
– – 0.16% 176
2015
Q2 		$549K Hold
4,309
– – 0.18% 171
2015
Q1 		$429K Hold
4,309
– – 0.14% 197
2014
Q4 		$383K Sell
4,309
-2,140
-33% -$180K 0.13% 207
2014
Q3 		$530K Hold
6,449
– – 0.19% 158
2014
Q2 		$523K Hold
6,449
– – 0.19% 160
2014
Q1 		$483K Hold
6,449
– – 0.19% 161
2013
Q4 		$442K Sell
6,449
-1,680
-21% -$110K 0.18% 172
2013
Q3 		$520K Hold
8,129
– – 0.22% 135
2013
Q2 		$517K Buy
+8,129
New +$478K 0.23% 130

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

Everence Capital Management's AET Position: Q4 2018 in Review

Everence Capital Management sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 7,648 shares — an estimated $1.55M sold.

Everence Capital Management first reported a position in AET in Q2 2013 and held it in 18 quarters. The position peaked at $1.55M in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Everence Capital Management reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Everence Capital Management sold 7,648 Aetna Inc shares in Q4 2018, an estimated $1.55M.
  • Everence Capital Management first reported a position in Aetna Inc in Q2 2013 and held it in 18 quarters.
  • Everence Capital Management's Aetna Inc position peaked at $1.55M in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Everence Capital Management's 13F filing for Q4 2018, filed 5 Feb 2019.