FL
AET

Fort LP’s Aetna Inc AET Stock Holding History

Fort LP’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
-10,309
Closed -$2.09M – 521
2018
Q3 		$2.09M Buy
10,309
+4,418
+75% +$863K 0.47% 34
2018
Q2 		$1.08M Buy
5,891
+603
+11% +$107K 0.26% 39
2018
Q1 		$894K Buy
+5,288
New +$950K 0.22% 48
2016
Q3 		– Sell
-33,969
Closed -$4.15M – 65
2016
Q2 		$4.15M Sell
33,969
-27,880
-45% -$3.2M 1.69% 20
2016
Q1 		$6.95M Sell
61,849
-9,229
-13% -$988K 2.93% 15
2015
Q4 		$7.68M Buy
71,078
+3,391
+5% +$367K 3.66% 11
2015
Q3 		$7.41M Buy
67,687
+30,196
+81% +$3.49M 3.82% 12
2015
Q2 		$4.78M Buy
37,491
+23,494
+168% +$2.68M 2.48% 15
2015
Q1 		$1.49M Buy
13,997
+10,095
+259% +$989K 0.76% 30
2014
Q4 		$347K Buy
+3,902
New +$327K 0.28% 43

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

Fort LP's AET Position: Q4 2018 in Review

Fort LP sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 10,309 shares — an estimated $2.09M sold.

Fort LP first reported a position in AET in Q4 2014 and held it in 10 quarters. The position peaked at $7.68M in Q4 2015. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Fort LP reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Fort LP sold 10,309 Aetna Inc shares in Q4 2018, an estimated $2.09M.
  • Fort LP first reported a position in Aetna Inc in Q4 2014 and held it in 10 quarters.
  • Fort LP's Aetna Inc position peaked at $7.68M in Q4 2015.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Fort LP's 13F filing for Q4 2018, filed 13 Feb 2019.