HIS
AET

Horizon Investment Services’s Aetna Inc AET Stock Holding History

Horizon Investment 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
-1,096
Closed -$222K – 103
2018
Q3 		$222K Hold
1,096
– – 0.12% 91
2018
Q2 		$201K Buy
+1,096
New +$195K 0.1% 93
2018
Q1 		– Sell
-1,214
Closed -$219K – 117
2017
Q4 		$219K Buy
+1,214
New +$209K 0.09% 96
2015
Q3 		– Sell
-58,220
Closed -$7.42M – 130
2015
Q2 		$7.42M Buy
58,220
+1,913
+3% +$218K 2.97% 6
2015
Q1 		$6M Buy
56,307
+9,595
+21% +$940K 2.49% 9
2014
Q4 		$4.15M Buy
46,712
+2,304
+5% +$193K 1.96% 19
2014
Q3 		$3.6M Buy
+44,408
New +$3.61M 1.82% 24

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

Horizon Investment Services's AET Position: Q4 2018 in Review

Horizon Investment Services sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 1,096 shares — an estimated $222K sold.

Horizon Investment Services first reported a position in AET in Q3 2014 and held it in 7 quarters. The position peaked at $7.42M in Q2 2015. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Horizon Investment Services reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Horizon Investment Services sold 1,096 Aetna Inc shares in Q4 2018, an estimated $222K.
  • Horizon Investment Services first reported a position in Aetna Inc in Q3 2014 and held it in 7 quarters.
  • Horizon Investment Services's Aetna Inc position peaked at $7.42M in Q2 2015.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Horizon Investment Services's 13F filing for Q4 2018, filed 14 Feb 2019.