HCC
AET

Hirtle Callaghan & Co’s Aetna Inc AET Stock Holding History

Hirtle Callaghan & Co’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
-3,200
Closed -$649K – 116
2018
Q3 		$649K Hold
3,200
– – 0.06% 51
2018
Q2 		$587K Hold
3,200
– – 0.05% 52
2018
Q1 		$541K Hold
3,200
– – 0.05% 59
2017
Q4 		$577K Sell
3,200
-220
-6% -$37.8K 0.05% 55
2017
Q3 		$544K Buy
3,420
+3,200
+1,455% +$500K 0.05% 54
2017
Q2 		$34K Sell
220
-54
-20% -$7.63K 0.01% 92
2017
Q1 		$34K Sell
274
-1,400
-84% -$176K 0.01% 111
2016
Q4 		$208K Sell
1,674
-3,370
-67% -$403K 0.04% 21
2016
Q3 		$582K Hold
5,044
– – 0.12% 48
2016
Q2 		$616K Sell
5,044
-800
-14% -$91.9K 0.11% 45
2016
Q1 		$657K Buy
5,844
+3,074
+111% +$329K 0.12% 43
2015
Q4 		$300K Sell
2,770
-150
-5% -$16.2K 0.07% 33
2015
Q3 		$319K Hold
2,920
– – 0.05% 42
2015
Q2 		$372K Buy
+2,920
New +$333K 0.13% 40
2015
Q1 		– Sell
-3,221
Closed -$286K – 431
2014
Q4 		$286K Hold
3,221
– – 0.07% 163
2014
Q3 		$261K Hold
3,221
– – 0.04% 166
2014
Q2 		$261K Buy
3,221
+5
+0.2% +$378 0.04% 214
2014
Q1 		$241K Hold
3,216
– – 0.04% 218
2013
Q4 		$221K Hold
3,216
– – 0.03% 218
2013
Q3 		$206K Buy
+3,216
New +$206K 0.03% 220

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

Hirtle Callaghan & Co's AET Position: Q4 2018 in Review

Hirtle Callaghan & Co sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 3,200 shares — an estimated $649K sold.

Hirtle Callaghan & Co first reported a position in AET in Q3 2013 and held it in 20 quarters. The position peaked at $657K in Q1 2016. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Hirtle Callaghan & Co reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Hirtle Callaghan & Co sold 3,200 Aetna Inc shares in Q4 2018, an estimated $649K.
  • Hirtle Callaghan & Co first reported a position in Aetna Inc in Q3 2013 and held it in 20 quarters.
  • Hirtle Callaghan & Co's Aetna Inc position peaked at $657K in Q1 2016.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Hirtle Callaghan & Co's 13F filing for Q4 2018, filed 7 Feb 2019.