IRF
AET

IBM Retirement Fund’s Aetna Inc AET Stock Holding History

IBM Retirement Fund’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
-5,243
Closed -$1.06M – 447
2018
Q3 		$1.06M Sell
5,243
-910
-15% -$178K 0.24% 95
2018
Q2 		$1.13M Sell
6,153
-880
-13% -$157K 0.24% 100
2018
Q1 		$1.19M Sell
7,033
-749
-10% -$135K 0.22% 111
2017
Q4 		$1.54M Sell
7,782
-284
-4% -$48.8K 0.26% 93
2017
Q3 		$1.41M Buy
8,066
+152
+2% +$23.7K 0.26% 100
2017
Q2 		$1.34M Buy
7,914
+4,126
+109% +$583K 0.25% 104
2017
Q1 		$644K Sell
3,788
-28,090
-88% -$3.53M 0.18% 119
2016
Q4 		$4.15M Sell
31,878
-164
-0.5% -$19.6K 0.18% 117
2016
Q3 		$3.7M Sell
32,042
-12,709
-28% -$1.49M 0.19% 113
2016
Q2 		$5.63M Sell
44,751
-686
-2% -$78.8K 0.2% 105
2016
Q1 		$5.24M Sell
45,437
-39,641
-47% -$4.24M 0.2% 113
2015
Q4 		$9.2M Buy
85,078
+113
+0.1% +$12.2K 0.18% 126
2015
Q3 		$9.47M Sell
84,965
-382
-0.4% -$44.1K 0.2% 112
2015
Q2 		$10.9M Sell
85,347
-2,564
-3% -$293K 0.21% 105
2015
Q1 		$9.37M Sell
87,911
-228
-0.3% -$22.3K 0.18% 120
2014
Q4 		$7.83M Sell
88,139
-404
-0.5% -$33.9K 0.15% 151
2014
Q3 		$7.18M Sell
88,543
-2,746
-3% -$223K 0.14% 151
2014
Q2 		$7.36M Sell
91,289
-6,238
-6% -$472K 0.14% 156
2014
Q1 		$7.3M Sell
97,527
-53,734
-36% -$3.8M 0.15% 155
2013
Q4 		$10.4M Sell
151,261
-5,585
-4% -$364K 0.14% 161
2013
Q3 		$10M Sell
156,846
-23,179
-13% -$1.49M 0.14% 155
2013
Q2 		$11.4M Buy
+180,025
New +$10.6M 0.14% 142

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

IBM Retirement Fund's AET Position: Q4 2018 in Review

IBM Retirement Fund sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 5,243 shares — an estimated $1.06M sold.

IBM Retirement Fund first reported a position in AET in Q2 2013 and held it in 22 quarters. The position peaked at $11.4M in Q2 2013. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • IBM Retirement Fund reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • IBM Retirement Fund sold 5,243 Aetna Inc shares in Q4 2018, an estimated $1.06M.
  • IBM Retirement Fund first reported a position in Aetna Inc in Q2 2013 and held it in 22 quarters.
  • IBM Retirement Fund's Aetna Inc position peaked at $11.4M in Q2 2013.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on IBM Retirement Fund's 13F filing for Q4 2018, filed 14 Feb 2019.