FMI
AET

Fiduciary Management Inc’s Aetna Inc AET Stock Holding History

Fiduciary Management Inc’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
-1,447,650
Closed -$294M – 72
2018
Q3 		$294M Sell
1,447,650
-67,415
-4% -$13.2M 1.84% 26
2018
Q2 		$278M Buy
+1,515,065
New +$270M 1.78% 27

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

Fiduciary Management Inc's AET Position: Q4 2018 in Review

Fiduciary Management Inc sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 1,447,650 shares — an estimated $294M sold.

Fiduciary Management Inc first reported a position in AET in Q2 2018 and held it in 2 quarters. The position peaked at $294M in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Fiduciary Management Inc reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Fiduciary Management Inc sold 1,447,650 Aetna Inc shares in Q4 2018, an estimated $294M.
  • Fiduciary Management Inc first reported a position in Aetna Inc in Q2 2018 and held it in 2 quarters.
  • Fiduciary Management Inc's Aetna Inc position peaked at $294M in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Fiduciary Management Inc's 13F filing for Q4 2018, filed 13 Feb 2019.