FWCM
AET

Ferguson Wellman Capital Management’s Aetna Inc AET Stock Holding History

Ferguson Wellman 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
-1,317
Closed -$267K – 378
2018
Q3 		$267K Sell
1,317
-69,952
-98% -$13.7M 0.01% 294
2018
Q2 		$13.1M Sell
71,269
-132
-0.2% -$23.5K 0.46% 68
2018
Q1 		$12.1M Buy
+71,401
New +$12.8M 0.43% 77

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

Ferguson Wellman Capital Management's AET Position: Q4 2018 in Review

Ferguson Wellman Capital Management sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 1,317 shares — an estimated $267K sold.

Ferguson Wellman Capital Management first reported a position in AET in Q1 2018 and held it in 3 quarters. The position peaked at $13.1M in Q2 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Ferguson Wellman Capital Management reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Ferguson Wellman Capital Management sold 1,317 Aetna Inc shares in Q4 2018, an estimated $267K.
  • Ferguson Wellman Capital Management first reported a position in Aetna Inc in Q1 2018 and held it in 3 quarters.
  • Ferguson Wellman Capital Management's Aetna Inc position peaked at $13.1M in Q2 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Ferguson Wellman Capital Management's 13F filing for Q4 2018, filed 16 Jan 2019.