IIM
AET

Intact Investment Management’s Aetna Inc AET Stock Holding History

Intact Investment Management’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
-1,090
Closed -$221K – 270
2018
Q3 		$221K Buy
+1,090
New +$213K 0.01% 244
2018
Q1 		– Sell
-1,200
Closed -$217K – 299
2017
Q4 		$217K Sell
1,200
-200
-14% -$34.4K 0.01% 243
2017
Q3 		$223K Buy
+1,400
New +$219K 0.01% 228
2016
Q3 		– Sell
-4,500
Closed -$550K – 306
2016
Q2 		$550K Buy
4,500
+1,000
+29% +$115K 0.02% 198
2016
Q1 		$394K Sell
3,500
-2,100
-38% -$225K 0.02% 208
2015
Q4 		$605K Buy
5,600
+2,100
+60% +$227K 0.03% 174
2015
Q3 		$383K Sell
3,500
-2,000
-36% -$231K 0.02% 197
2015
Q2 		$701K Buy
+5,500
New +$628K 0.03% 168

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

Intact Investment Management's AET Position: Q4 2018 in Review

Intact Investment Management sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 1,090 shares — an estimated $221K sold.

Intact Investment Management first reported a position in AET in Q2 2015 and held it in 8 quarters. The position peaked at $701K in Q2 2015. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Intact Investment Management reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Intact Investment Management sold 1,090 Aetna Inc shares in Q4 2018, an estimated $221K.
  • Intact Investment Management first reported a position in Aetna Inc in Q2 2015 and held it in 8 quarters.
  • Intact Investment Management's Aetna Inc position peaked at $701K in Q2 2015.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Intact Investment Management's 13F filing for Q4 2018, filed 22 Jan 2019.