JIR
AET

James Investment Research’s Aetna Inc AET Stock Holding History

James Investment Research’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
-63,155
Closed -$12.8M – 922
2018
Q3 		$12.8M Sell
63,155
-6,518
-9% -$1.27M 0.53% 41
2018
Q2 		$12.8M Sell
69,673
-6,909
-9% -$1.23M 0.49% 47
2018
Q1 		$12.9M Sell
76,582
-5,458
-7% -$981K 0.49% 48
2017
Q4 		$14.8M Sell
82,040
-12,975
-14% -$2.23M 0.51% 45
2017
Q3 		$15.1M Buy
95,015
+13,763
+17% +$2.15M 0.51% 51
2017
Q2 		$12.3M Sell
81,252
-57,983
-42% -$8.2M 0.38% 73
2017
Q1 		$17.8M Sell
139,235
-18,944
-12% -$2.38M 0.5% 65
2016
Q4 		$19.6M Sell
158,179
-118,923
-43% -$14.2M 0.51% 62
2016
Q3 		$32M Sell
277,102
-193,256
-41% -$22.7M 0.85% 34
2016
Q2 		$57.4M Sell
470,358
-193,246
-29% -$22.2M 1.45% 12
2016
Q1 		$74.6M Buy
663,604
+49,350
+8% +$5.28M 1.82% 6
2015
Q4 		$66.4M Buy
614,254
+21,143
+4% +$2.29M 1.64% 10
2015
Q3 		$64.9M Buy
593,111
+121,211
+26% +$14M 1.73% 10
2015
Q2 		$60.1M Buy
471,900
+86,544
+22% +$9.88M 1.4% 13
2015
Q1 		$41.1M Buy
385,356
+178,487
+86% +$17.5M 0.97% 31
2014
Q4 		$18.4M Buy
206,869
+205,779
+18,879% +$17.3M 0.5% 67
2014
Q3 		$88K Buy
+1,090
New +$88.7K ﹤0.01% 365

Other funds holding AET

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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 $59.5B AUM 35.96% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

James Investment Research's AET Position: Q4 2018 in Review

James Investment Research sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 63,155 shares — an estimated $12.8M sold.

James Investment Research first reported a position in AET in Q3 2014 and held it in 17 quarters. The position peaked at $74.6M in Q1 2016. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • James Investment Research reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • James Investment Research sold 63,155 Aetna Inc shares in Q4 2018, an estimated $12.8M.
  • James Investment Research first reported a position in Aetna Inc in Q3 2014 and held it in 17 quarters.
  • James Investment Research's Aetna Inc position peaked at $74.6M in Q1 2016.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

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