HFS
AET

HL Financial Services’s Aetna Inc AET Stock Holding History

HL 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
-2,794
Closed -$567K – 802
2018
Q3 		$567K Buy
2,794
+450
+19% +$87.9K 0.01% 502
2018
Q2 		$430K Sell
2,344
-8
-0.3% -$1.43K 0.01% 514
2018
Q1 		$397K Sell
2,352
-996
-30% -$179K 0.01% 537
2017
Q4 		$604K Sell
3,348
-3,434
-51% -$590K 0.01% 395
2017
Q3 		$1.08M Buy
6,782
+1,439
+27% +$225K 0.02% 340
2017
Q2 		$811K Buy
5,343
+103
+2% +$14.6K 0.02% 383
2017
Q1 		$668K Buy
5,240
+118
+2% +$14.8K 0.01% 399
2016
Q4 		$635K Sell
5,122
-10,158
-66% -$1.22M 0.01% 400
2016
Q3 		$1.76M Buy
15,280
+10,373
+211% +$1.22M 0.04% 244
2016
Q2 		$599K Hold
4,907
– – 0.01% 407
2016
Q1 		$551K Sell
4,907
-2,795
-36% -$299K 0.01% 405
2015
Q4 		$833K Buy
7,702
+172
+2% +$18.6K 0.02% 344
2015
Q3 		$824K Sell
7,530
-157
-2% -$18.1K 0.02% 311
2015
Q2 		$980K Buy
7,687
+243
+3% +$27.7K 0.03% 309
2015
Q1 		$793K Sell
7,444
-41
-0.5% -$4.02K 0.02% 348
2014
Q4 		$665K Buy
7,485
+511
+7% +$42.9K 0.02% 359
2014
Q3 		$565K Buy
+6,974
New +$568K 0.02% 380

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

HL Financial Services's AET Position: Q4 2018 in Review

HL Financial Services sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 2,794 shares — an estimated $567K sold.

HL Financial Services first reported a position in AET in Q3 2014 and held it in 17 quarters. The position peaked at $1.76M in Q3 2016. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • HL Financial Services reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • HL Financial Services sold 2,794 Aetna Inc shares in Q4 2018, an estimated $567K.
  • HL Financial Services first reported a position in Aetna Inc in Q3 2014 and held it in 17 quarters.
  • HL Financial Services's Aetna Inc position peaked at $1.76M in Q3 2016.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on HL Financial Services's 13F filing for Q4 2018, filed 7 Feb 2019.