HPC
AET

HM Payson & Co’s Aetna Inc AET Stock Holding History

HM Payson & 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
-11,101
Closed -$2.25M – 360
2018
Q3 		$2.25M Sell
11,101
-984
-8% -$192K 0.1% 129
2018
Q2 		$2.22M Buy
12,085
+114
+1% +$20.3K 0.09% 128
2018
Q1 		$2.02M Sell
11,971
-50
-0.4% -$8.98K 0.08% 139
2017
Q4 		$2.17M Sell
12,021
-584
-5% -$100K 0.09% 141
2017
Q3 		$2M Sell
12,605
-256
-2% -$40K 0.09% 143
2017
Q2 		$1.95M Hold
12,861
– – 0.09% 141
2017
Q1 		$1.64M Buy
12,861
+69
+0.5% +$8.66K 0.07% 151
2016
Q4 		$1.59M Hold
12,792
– – 0.08% 152
2016
Q3 		$1.48M Buy
12,792
+24
+0.2% +$2.81K 0.07% 158
2016
Q2 		$1.56M Buy
12,768
+50
+0.4% +$5.74K 0.08% 148
2016
Q1 		$1.43M Buy
12,718
+1,079
+9% +$115K 0.07% 152
2015
Q4 		$1.26M Sell
11,639
-220
-2% -$23.8K 0.06% 163
2015
Q3 		$1.3M Sell
11,859
-109
-0.9% -$12.6K 0.07% 157
2015
Q2 		$1.52M Buy
11,968
+188
+2% +$21.5K 0.08% 155
2015
Q1 		$1.25M Sell
11,780
-722
-6% -$70.7K 0.06% 164
2014
Q4 		$1.11M Sell
12,502
-178
-1% -$14.9K 0.06% 168
2014
Q3 		$1.03M Hold
12,680
– – 0.05% 171
2014
Q2 		$1.03M Sell
12,680
-100
-0.8% -$7.57K 0.05% 167
2014
Q1 		$958K Sell
12,780
-600
-4% -$42.5K 0.05% 164
2013
Q4 		$918K Buy
13,380
+2,500
+23% +$163K 0.05% 166
2013
Q3 		$697K Hold
10,880
– – 0.04% 189
2013
Q2 		$691K Buy
+10,880
New +$639K 0.04% 181

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

HM Payson & Co's AET Position: Q4 2018 in Review

HM Payson & Co sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 11,101 shares — an estimated $2.25M sold.

HM Payson & Co first reported a position in AET in Q2 2013 and held it in 22 quarters. The position peaked at $2.25M in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • HM Payson & Co reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • HM Payson & Co sold 11,101 Aetna Inc shares in Q4 2018, an estimated $2.25M.
  • HM Payson & Co first reported a position in Aetna Inc in Q2 2013 and held it in 22 quarters.
  • HM Payson & Co's Aetna Inc position peaked at $2.25M in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on HM Payson & Co's 13F filing for Q4 2018, filed 15 Feb 2019.