HIIFS
AET

Harel Insurance Investments & Financial Services’s Aetna Inc AET Stock Holding History

Harel Insurance Investments & Financial Services’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
-2,000
Closed -$406K – 557
2018
Q3 		$406K Hold
2,000
– – 0.02% 156
2018
Q2 		$367K Buy
2,000
+500
+33% +$89.1K 0.02% 153
2018
Q1 		$254K Buy
1,500
+500
+50% +$89.8K 0.01% 189
2017
Q4 		$180K Buy
+1,000
New +$172K 0.01% 220
2016
Q4 		– Sell
-410
Closed -$47K – 475
2016
Q3 		$47K Hold
410
– – 0.01% 229
2016
Q2 		$50K Buy
410
+260
+173% +$29.9K 0.01% 345
2016
Q1 		$17K Buy
150
+100
+200% +$10.7K ﹤0.01% 302
2015
Q4 		$5K Buy
+50
New +$5.41K ﹤0.01% 315

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

Harel Insurance Investments & Financial Services's AET Position: Q4 2018 in Review

Harel Insurance Investments & Financial Services sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 2,000 shares — an estimated $406K sold.

Harel Insurance Investments & Financial Services first reported a position in AET in Q4 2015 and held it in 8 quarters. The position peaked at $406K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Harel Insurance Investments & Financial Services reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 2,000 Aetna Inc shares in Q4 2018, an estimated $406K.
  • Harel Insurance Investments & Financial Services first reported a position in Aetna Inc in Q4 2015 and held it in 8 quarters.
  • Harel Insurance Investments & Financial Services's Aetna Inc position peaked at $406K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q4 2018, filed 29 Jan 2019.