HR
AET

Howe & Rusling’s Aetna Inc AET Stock Holding History

Howe & Rusling’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
-70,190
Closed -$14.2M – 942
2018
Q3 		$14.2M Sell
70,190
-843
-1% -$165K 2.38% 12
2018
Q2 		$13M Buy
71,033
+3,221
+5% +$574K 2.36% 9
2018
Q1 		$11.5M Buy
67,812
+43,230
+176% +$7.77M 2.07% 12
2017
Q4 		$4.43M Buy
24,582
+1,038
+4% +$178K 0.81% 50
2017
Q3 		$3.74M Sell
23,544
-898
-4% -$140K 0.69% 59
2017
Q2 		$3.71M Sell
24,442
-5,165
-17% -$730K 0.75% 57
2017
Q1 		$3.78M Sell
29,607
-1,040
-3% -$131K 0.76% 56
2016
Q4 		$3.8M Sell
30,647
-1,110
-3% -$133K 0.83% 48
2016
Q3 		$3.67M Sell
31,757
-3,906
-11% -$458K 0.79% 56
2016
Q2 		$4.36M Sell
35,663
-10,723
-23% -$1.23M 0.96% 52
2016
Q1 		$5.21M Buy
46,386
+1,080
+2% +$116K 1.17% 38
2015
Q4 		$4.9M Sell
45,306
-4,376
-9% -$473K 1.12% 41
2015
Q3 		$5.44M Buy
49,682
+940
+2% +$109K 1.35% 26
2015
Q2 		$6.21M Buy
48,742
+357
+0.7% +$40.8K 1.35% 22
2015
Q1 		$5.15M Buy
48,385
+48,160
+21,404% +$4.72M 1.16% 36
2014
Q4 		$20K Buy
225
+75
+50% +$6.29K ﹤0.01% 395
2014
Q3 		$12K Buy
+150
New +$12.2K ﹤0.01% 469
2014
Q2 		– Sell
-60
Closed -$4K – 963
2014
Q1 		$4K Buy
+60
New +$4.25K ﹤0.01% 710

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

Howe & Rusling's AET Position: Q4 2018 in Review

Howe & Rusling sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 70,190 shares — an estimated $14.2M sold.

Howe & Rusling first reported a position in AET in Q1 2014 and held it in 18 quarters. The position peaked at $14.2M in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Howe & Rusling reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Howe & Rusling sold 70,190 Aetna Inc shares in Q4 2018, an estimated $14.2M.
  • Howe & Rusling first reported a position in Aetna Inc in Q1 2014 and held it in 18 quarters.
  • Howe & Rusling's Aetna Inc position peaked at $14.2M in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Howe & Rusling's 13F filing for Q4 2018, filed 4 Feb 2019.