HTC
AET

Haverford Trust Company’s Aetna Inc AET Stock Holding History

Haverford Trust Company’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
-51,827
Closed -$10.5M – 306
2018
Q3 		$10.5M Buy
51,827
+2,105
+4% +$411K 0.19% 71
2018
Q2 		$9.12M Buy
49,722
+43,031
+643% +$7.67M 0.18% 73
2018
Q1 		$1.13M Buy
6,691
+3,677
+122% +$661K 0.02% 144
2017
Q4 		$544K Sell
3,014
-46
-2% -$7.9K 0.01% 189
2017
Q3 		$487K Sell
3,060
-104
-3% -$16.2K 0.01% 185
2017
Q2 		$480K Buy
3,164
+126
+4% +$17.8K 0.01% 180
2017
Q1 		$387K Buy
3,038
+79
+3% +$9.92K 0.01% 191
2016
Q4 		$367K Sell
2,959
-173
-6% -$20.7K 0.01% 194
2016
Q3 		$362K Buy
+3,132
New +$367K 0.01% 192
2015
Q4 		– Sell
-2,506
Closed -$274K – 248
2015
Q3 		$274K Sell
2,506
-179
-7% -$20.7K 0.01% 194
2015
Q2 		$342K Buy
2,685
+132
+5% +$15.1K 0.01% 181
2015
Q1 		$272K Buy
+2,553
New +$250K 0.01% 200

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

Haverford Trust Company's AET Position: Q4 2018 in Review

Haverford Trust Company sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 51,827 shares — an estimated $10.5M sold.

Haverford Trust Company first reported a position in AET in Q1 2015 and held it in 12 quarters. The position peaked at $10.5M in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Haverford Trust Company reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Haverford Trust Company sold 51,827 Aetna Inc shares in Q4 2018, an estimated $10.5M.
  • Haverford Trust Company first reported a position in Aetna Inc in Q1 2015 and held it in 12 quarters.
  • Haverford Trust Company's Aetna Inc position peaked at $10.5M in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Haverford Trust Company's 13F filing for Q4 2018, filed 12 Feb 2019.