HSBC Holdings
AET

HSBC Holdings’s Aetna Inc AET Stock Holding History

HSBC Holdings’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
-412,754
Closed -$83.7M – 2798
2018
Q3 		$83.7M Buy
412,754
+106,972
+35% +$20.9M 0.13% 142
2018
Q2 		$56.1M Sell
305,782
-233,190
-43% -$41.6M 0.1% 171
2018
Q1 		$91.1M Sell
538,972
-8,948
-2% -$1.61M 0.14% 128
2017
Q4 		$98.8M Buy
547,920
+220,559
+67% +$37.9M 0.14% 134
2017
Q3 		$52.1M Sell
327,361
-22,513
-6% -$3.52M 0.08% 218
2017
Q2 		$53.1M Buy
349,874
+16,658
+5% +$2.35M 0.1% 191
2017
Q1 		$42.5M Buy
333,216
+16,820
+5% +$2.11M 0.09% 223
2016
Q4 		$39.2M Buy
316,396
+41,302
+15% +$4.94M 0.09% 251
2016
Q3 		$31.7M Buy
275,094
+12,415
+5% +$1.46M 0.08% 291
2016
Q2 		$32M Sell
262,679
-32,201
-11% -$3.7M 0.09% 268
2016
Q1 		$33.2M Buy
294,880
+1,645
+0.6% +$176K 0.09% 249
2015
Q4 		$31.8M Sell
293,235
-31,742
-10% -$3.43M 0.08% 291
2015
Q3 		$35.4M Sell
324,977
-79,244
-20% -$9.16M 0.09% 255
2015
Q2 		$51.5M Sell
404,221
-114,533
-22% -$13.1M 0.11% 206
2015
Q1 		$55.3M Sell
518,754
-28,558
-5% -$2.8M 0.11% 198
2014
Q4 		$48.7M Buy
547,312
+60,776
+12% +$5.1M 0.1% 216
2014
Q3 		$39.4M Buy
486,536
+41,440
+9% +$3.37M 0.08% 238
2014
Q2 		$36.1M Sell
445,096
-39,083
-8% -$2.96M 0.08% 261
2014
Q1 		$36.3M Buy
484,179
+120,515
+33% +$8.53M 0.09% 235
2013
Q4 		$24.9M Sell
363,664
-320,195
-47% -$20.9M 0.06% 343
2013
Q3 		$43.8M Buy
683,859
+254,198
+59% +$16.3M 0.12% 187
2013
Q2 		$27.3M Buy
+429,661
New +$25.2M 0.08% 262

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

HSBC Holdings's AET Position: Q4 2018 in Review

HSBC Holdings sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 412,754 shares — an estimated $83.7M sold.

HSBC Holdings first reported a position in AET in Q2 2013 and held it in 22 quarters. The position peaked at $98.8M in Q4 2017. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • HSBC Holdings reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • HSBC Holdings sold 412,754 Aetna Inc shares in Q4 2018, an estimated $83.7M.
  • HSBC Holdings first reported a position in Aetna Inc in Q2 2013 and held it in 22 quarters.
  • HSBC Holdings's Aetna Inc position peaked at $98.8M in Q4 2017.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on HSBC Holdings's 13F filing for Q4 2018, filed 13 Feb 2019.