FMT
AET

First Mercantile Trust’s Aetna Inc AET Stock Holding History

First Mercantile Trust’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
-1,649
Closed -$335K – 967
2018
Q3 		$335K Sell
1,649
-138
-8% -$27K 0.07% 340
2018
Q2 		$328K Buy
1,787
+501
+39% +$89.3K 0.07% 355
2018
Q1 		$217K Sell
1,286
-129
-9% -$23.2K 0.05% 474
2017
Q4 		$255K Sell
1,415
-733
-34% -$126K 0.05% 464
2017
Q3 		$342K Sell
2,148
-78
-4% -$12.2K 0.06% 398
2017
Q2 		$338K Sell
2,226
-197
-8% -$27.8K 0.06% 403
2017
Q1 		$309K Buy
2,423
+47
+2% +$5.9K 0.05% 477
2016
Q4 		$295K Buy
2,376
+37
+2% +$4.43K 0.05% 495
2016
Q3 		$270K Sell
2,339
-613
-21% -$71.9K 0.04% 549
2016
Q2 		$361K Sell
2,952
-74
-2% -$8.5K 0.05% 489
2016
Q1 		$340K Hold
3,026
– – 0.04% 502
2015
Q4 		$327K Sell
3,026
-1,606
-35% -$174K 0.03% 554
2015
Q3 		$507K Sell
4,632
-1,124
-20% -$130K 0.05% 442
2015
Q2 		$734K Sell
5,756
-103
-2% -$11.8K 0.06% 384
2015
Q1 		$624K Sell
5,859
-1,886
-24% -$185K 0.05% 431
2014
Q4 		$688K Buy
7,745
+1,042
+16% +$87.4K 0.06% 414
2014
Q3 		$543K Sell
6,703
-1,044
-13% -$85K 0.04% 507
2014
Q2 		$628K Buy
7,747
+1,587
+26% +$120K 0.05% 470
2014
Q1 		$462K Buy
6,160
+2,202
+56% +$156K 0.03% 620
2013
Q4 		$271K Buy
3,958
+2,445
+162% +$160K 0.02% 700
2013
Q3 		$97K Buy
+1,513
New +$97K 0.01% 835

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

First Mercantile Trust's AET Position: Q4 2018 in Review

First Mercantile Trust sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 1,649 shares — an estimated $335K sold.

First Mercantile Trust first reported a position in AET in Q3 2013 and held it in 21 quarters. The position peaked at $734K in Q2 2015. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • First Mercantile Trust reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • First Mercantile Trust sold 1,649 Aetna Inc shares in Q4 2018, an estimated $335K.
  • First Mercantile Trust first reported a position in Aetna Inc in Q3 2013 and held it in 21 quarters.
  • First Mercantile Trust's Aetna Inc position peaked at $734K in Q2 2015.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on First Mercantile Trust's 13F filing for Q4 2018, filed 1 Feb 2019.