HEIP
AET

Hudson Edge Investment Partners’s Aetna Inc AET Stock Holding History

Hudson Edge Investment Partners’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
-3,572
Closed -$725K – 157
2018
Q3 		$725K Sell
3,572
-10
-0.3% -$1.95K 0.13% 70
2018
Q2 		$657K Sell
3,582
-119
-3% -$21.2K 0.12% 80
2018
Q1 		$625K Sell
3,701
-59
-2% -$10.6K 0.09% 72
2017
Q4 		$678K Buy
3,760
+10
+0.3% +$1.72K 0.09% 69
2017
Q3 		$596K Hold
3,750
– – 0.08% 78
2017
Q2 		$569K Buy
3,750
+800
+27% +$113K 0.08% 93
2017
Q1 		$376K Hold
2,950
– – 0.05% 135
2016
Q4 		$366K Sell
2,950
-20
-0.7% -$2.39K 0.05% 134
2016
Q3 		$343K Hold
2,970
– – 0.05% 131
2016
Q2 		$363K Sell
2,970
-930
-24% -$107K 0.05% 118
2016
Q1 		$438K Buy
3,900
+55
+1% +$5.88K 0.04% 150
2015
Q4 		$416K Buy
3,845
+350
+10% +$37.8K 0.04% 121
2015
Q3 		$382K Hold
3,495
– – 0.02% 119
2015
Q2 		$445K Sell
3,495
-1,260
-26% -$144K 0.02% 122
2015
Q1 		$507K Sell
4,755
-830
-15% -$81.3K 0.02% 119
2014
Q4 		$496K Sell
5,585
-210
-4% -$17.6K 0.02% 120
2014
Q3 		$469K Buy
5,795
+655
+13% +$53.3K 0.02% 121
2014
Q2 		$417K Buy
5,140
+805
+19% +$60.9K 0.01% 120
2014
Q1 		$325K Sell
4,335
-570
-12% -$40.3K 0.01% 124
2013
Q4 		$336K Sell
4,905
-20
-0.4% -$1.3K 0.01% 123
2013
Q3 		$315K Sell
4,925
-1,830
-27% -$117K 0.01% 127
2013
Q2 		$429K Buy
+6,755
New +$397K 0.02% 113

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

Hudson Edge Investment Partners's AET Position: Q4 2018 in Review

Hudson Edge Investment Partners sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 3,572 shares — an estimated $725K sold.

Hudson Edge Investment Partners first reported a position in AET in Q2 2013 and held it in 22 quarters. The position peaked at $725K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Hudson Edge Investment Partners reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Hudson Edge Investment Partners sold 3,572 Aetna Inc shares in Q4 2018, an estimated $725K.
  • Hudson Edge Investment Partners first reported a position in Aetna Inc in Q2 2013 and held it in 22 quarters.
  • Hudson Edge Investment Partners's Aetna Inc position peaked at $725K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Hudson Edge Investment Partners's 13F filing for Q4 2018, filed 31 Jan 2019.