JCM
AET

Jacobi Capital Management’s Aetna Inc AET Stock Holding History

Jacobi Capital 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
-1,447
Closed -$294K – 1039
2018
Q3 		$294K Sell
1,447
-50
-3% -$9.77K 0.08% 154
2018
Q2 		$275K Hold
1,497
– – 0.08% 153
2018
Q1 		$252K Sell
1,497
-250
-14% -$44.9K 0.08% 149
2017
Q4 		$323K Hold
1,747
– – 0.1% 116
2017
Q3 		$276K Hold
1,747
– – 0.09% 113
2017
Q2 		$269K Hold
1,747
– – 0.1% 98
2017
Q1 		$222K Buy
1,747
+137
+9% +$17.2K 0.11% 92
2016
Q4 		$197K Sell
1,610
-197
-11% -$23.6K 0.12% 85
2016
Q3 		$207K Hold
1,807
– – 0.1% 86
2016
Q2 		$217K Buy
+1,807
New +$207K 0.11% 78

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

Jacobi Capital Management's AET Position: Q4 2018 in Review

Jacobi Capital Management sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 1,447 shares — an estimated $294K sold.

Jacobi Capital Management first reported a position in AET in Q2 2016 and held it in 10 quarters. The position peaked at $323K in Q4 2017. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Jacobi Capital Management reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Jacobi Capital Management sold 1,447 Aetna Inc shares in Q4 2018, an estimated $294K.
  • Jacobi Capital Management first reported a position in Aetna Inc in Q2 2016 and held it in 10 quarters.
  • Jacobi Capital Management's Aetna Inc position peaked at $323K in Q4 2017.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Jacobi Capital Management's 13F filing for Q4 2018, filed 11 Feb 2019.