First Trust Advisors
AET

First Trust Advisors’s Aetna Inc AET Stock Holding History

First Trust Advisors’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
-56,543
Closed -$11.5M – 2550
2018
Q3 		$11.5M Buy
56,543
+2,968
+6% +$580K 0.02% 801
2018
Q2 		$9.83M Sell
53,575
-39,014
-42% -$6.95M 0.02% 800
2018
Q1 		$15.6M Sell
92,589
-75,156
-45% -$13.5M 0.04% 615
2017
Q4 		$30.3M Sell
167,745
-2,285
-1% -$393K 0.07% 364
2017
Q3 		$27M Sell
170,030
-4,238
-2% -$662K 0.07% 348
2017
Q2 		$26.5M Sell
174,268
-36,176
-17% -$5.11M 0.07% 362
2017
Q1 		$26.8M Buy
210,444
+32,785
+18% +$4.12M 0.07% 342
2016
Q4 		$22M Sell
177,659
-34,337
-16% -$4.11M 0.07% 414
2016
Q3 		$24.5M Sell
211,996
-17,517
-8% -$2.05M 0.07% 362
2016
Q2 		$28M Buy
229,513
+930
+0.4% +$107K 0.09% 281
2016
Q1 		$25.7M Sell
228,583
-587,744
-72% -$62.9M 0.08% 309
2015
Q4 		$88.3M Sell
816,327
-33,984
-4% -$3.67M 0.23% 94
2015
Q3 		$93M Sell
850,311
-209,000
-20% -$24.1M 0.27% 78
2015
Q2 		$135M Buy
1,059,311
+90,093
+9% +$10.3M 0.35% 44
2015
Q1 		$103M Buy
969,218
+173,169
+22% +$17M 0.3% 60
2014
Q4 		$70.7M Buy
796,049
+26,595
+3% +$2.23M 0.24% 82
2014
Q3 		$62.3M Buy
769,454
+63,373
+9% +$5.16M 0.25% 76
2014
Q2 		$57.2M Buy
706,081
+127,665
+22% +$9.66M 0.24% 68
2014
Q1 		$43.4M Buy
578,416
+42,651
+8% +$3.02M 0.19% 95
2013
Q4 		$36.7M Buy
535,765
+86,000
+19% +$5.61M 0.18% 111
2013
Q3 		$28.8M Sell
449,765
-102,287
-19% -$6.56M 0.16% 140
2013
Q2 		$35.1M Buy
+552,052
New +$32.4M 0.23% 85

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 Trust Advisors's AET Position: Q4 2018 in Review

First Trust Advisors sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 56,543 shares — an estimated $11.5M sold.

First Trust Advisors first reported a position in AET in Q2 2013 and held it in 22 quarters. The position peaked at $135M in Q2 2015. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • First Trust Advisors reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • First Trust Advisors sold 56,543 Aetna Inc shares in Q4 2018, an estimated $11.5M.
  • First Trust Advisors first reported a position in Aetna Inc in Q2 2013 and held it in 22 quarters.
  • First Trust Advisors's Aetna Inc position peaked at $135M in Q2 2015.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on First Trust Advisors's 13F filing for Q4 2018, filed 7 Feb 2019.