HA
AET

Havens Advisors’s Aetna Inc AET Stock Holding History

Havens 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
-50,200
Closed -$10.2M – 40
2018
Q3 		$10.2M Buy
50,200
+12,200
+32% +$2.38M 7.05% 5
2018
Q2 		$6.97M Buy
38,000
+6,000
+19% +$1.07M 4.55% 9
2018
Q1 		$5.41M Buy
32,000
+12,500
+64% +$2.25M 4.15% 10
2017
Q4 		$3.52M Buy
+19,500
New +$3.35M 2.65% 14

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

Havens Advisors's AET Position: Q4 2018 in Review

Havens Advisors sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 50,200 shares — an estimated $10.2M sold.

Havens Advisors first reported a position in AET in Q4 2017 and held it in 4 quarters. The position peaked at $10.2M in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Havens Advisors reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Havens Advisors sold 50,200 Aetna Inc shares in Q4 2018, an estimated $10.2M.
  • Havens Advisors first reported a position in Aetna Inc in Q4 2017 and held it in 4 quarters.
  • Havens Advisors's Aetna Inc position peaked at $10.2M in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Havens Advisors's 13F filing for Q4 2018, filed 15 Jan 2019.