HIM
AET

Hillsdale Investment Management’s Aetna Inc AET Stock Holding History

Hillsdale Investment Management’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
-40
Closed -$8K – 675
2018
Q3 		$8K Hold
40
– – ﹤0.01% 373
2018
Q2 		$7K Sell
40
-10
-20% -$1.78K ﹤0.01% 396
2018
Q1 		$8K Hold
50
– – ﹤0.01% 363
2017
Q4 		$9K Sell
50
-2,400
-98% -$412K ﹤0.01% 363
2017
Q3 		$390K Buy
2,450
+200
+9% +$31.2K 0.07% 221
2017
Q2 		$342K Buy
2,250
+2,170
+2,713% +$307K 0.07% 224
2017
Q1 		$10K Hold
80
– – ﹤0.01% 353
2016
Q4 		$10K Hold
80
– – ﹤0.01% 352
2016
Q3 		$9K Hold
80
– – ﹤0.01% 391
2016
Q2 		$10K Hold
80
– – ﹤0.01% 388
2016
Q1 		$9K Sell
80
-40
-33% -$4.28K ﹤0.01% 386
2015
Q4 		$13K Sell
120
-3,500
-97% -$378K ﹤0.01% 370
2015
Q3 		$396K Hold
3,620
– – 0.13% 140
2015
Q2 		$461K Hold
3,620
– – 0.14% 131
2015
Q1 		$386K Buy
3,620
+900
+33% +$88.2K 0.1% 174
2014
Q4 		$242K Sell
2,720
-238
-8% -$20K 0.06% 296
2014
Q3 		$240K Sell
2,958
-500
-14% -$40.7K 0.08% 261
2014
Q2 		$280K Hold
3,458
– – 0.06% 249
2014
Q1 		$259K Sell
3,458
-500
-13% -$35.4K 0.07% 243
2013
Q4 		$271K Sell
3,958
-577
-13% -$37.7K 0.08% 237
2013
Q3 		$290K Hold
4,535
– – 0.09% 213
2013
Q2 		$288K Buy
+4,535
New +$266K 0.09% 191

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

Hillsdale Investment Management's AET Position: Q4 2018 in Review

Hillsdale Investment Management sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 40 shares — an estimated $8K sold.

Hillsdale Investment Management first reported a position in AET in Q2 2013 and held it in 22 quarters. The position peaked at $461K in Q2 2015. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Hillsdale Investment Management reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Hillsdale Investment Management sold 40 Aetna Inc shares in Q4 2018, an estimated $8K.
  • Hillsdale Investment Management first reported a position in Aetna Inc in Q2 2013 and held it in 22 quarters.
  • Hillsdale Investment Management's Aetna Inc position peaked at $461K in Q2 2015.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Hillsdale Investment Management's 13F filing for Q4 2018, filed 12 Feb 2019.