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	-44,000	Closed	-$8.93M	–	2797
2018 Q3	$8.93M	Buy	44,000 +10,000	+29%	+$1.95M	0.01%	903
2018 Q2	$6.24M	Hold	34,000	–	–	0.01%	1009
2018 Q1	$5.75M	Buy	+34,000	New	+$6.11M	0.01%	1057
2017 Q4	–	Sell	-34,000	Closed	-$5.41M	–	2484
2017 Q3	$5.41M	Hold	34,000	–	–	0.01%	1006
2017 Q2	$5.16M	Buy	+34,000	New	+$4.81M	0.01%	971

Other funds holding AET

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 Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Claro Advisors Boston, Massachusetts $953M AUM 24.79% 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.