JG
AET

Jefferies Group’s Aetna Inc AET Stock Holding History

Jefferies Group’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
-18,172
Closed -$3.69M – 2837
2018
Q3 		$3.69M Sell
18,172
-12,303
-40% -$2.4M 0.02% 668
2018
Q2 		$5.59M Sell
30,475
-16,800
-36% -$2.99M 0.03% 472
2018
Q1 		$7.99M Sell
47,275
-25,697
-35% -$4.62M 0.04% 305
2017
Q4 		$13.2M Buy
72,972
+10,910
+18% +$1.87M 0.06% 223
2017
Q3 		$9.87M Buy
62,062
+49,741
+404% +$7.77M 0.07% 278
2017
Q2 		$1.87M Sell
12,321
-131,133
-91% -$18.5M 0.01% 955
2017
Q1 		$18.3M Buy
143,454
+37,677
+36% +$4.73M 0.14% 123
2016
Q4 		$13.1M Buy
105,777
+95,792
+959% +$11.5M 0.07% 263
2016
Q3 		$1.15M Buy
9,985
+7,422
+290% +$870K 0.01% 1218
2016
Q2 		$313K Buy
2,563
+27
+1% +$3.1K ﹤0.01% 1645
2016
Q1 		$285K Sell
2,536
-12,615
-83% -$1.35M ﹤0.01% 1700
2015
Q4 		$1.64M Buy
15,151
+12,151
+405% +$1.31M 0.01% 958
2015
Q3 		$328K Sell
3,000
-4,179
-58% -$483K ﹤0.01% 1722
2015
Q2 		$915K Buy
+7,179
New +$820K ﹤0.01% 1287
2015
Q1 		– Sell
-16,442
Closed -$1.46M – 2537
2014
Q4 		$1.46M Sell
16,442
-11,293
-41% -$948K 0.01% 826
2014
Q3 		$2.25M Buy
27,735
+24,896
+877% +$2.03M 0.02% 686
2014
Q2 		$230K Sell
2,839
-10,841
-79% -$820K ﹤0.01% 1684
2014
Q1 		$1.03M Sell
13,680
-60,705
-82% -$4.3M 0.01% 906
2013
Q4 		$5.1M Buy
74,385
+7,379
+11% +$482K 0.03% 309
2013
Q3 		$4.29M Buy
67,006
+62,626
+1,430% +$4.02M 0.04% 363
2013
Q2 		$278K Buy
+4,380
New +$257K ﹤0.01% 1357

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

Jefferies Group's AET Position: Q4 2018 in Review

Jefferies Group sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 18,172 shares — an estimated $3.69M sold.

Jefferies Group first reported a position in AET in Q2 2013 and held it in 21 quarters. The position peaked at $18.3M in Q1 2017. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Jefferies Group reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Jefferies Group sold 18,172 Aetna Inc shares in Q4 2018, an estimated $3.69M.
  • Jefferies Group first reported a position in Aetna Inc in Q2 2013 and held it in 21 quarters.
  • Jefferies Group's Aetna Inc position peaked at $18.3M in Q1 2017.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Jefferies Group's 13F filing for Q4 2018, filed 14 Feb 2019.