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
-135,000
Closed -$27.4M – 2838
2018
Q3 		$27.4M Buy
135,000
+5,000
+4% +$977K 0.18% 91
2018
Q2 		$23.9M Sell
130,000
-26,600
-17% -$4.74M 0.13% 97
2018
Q1 		$26.5M Sell
156,600
-94,000
-38% -$16.9M 0.14% 87
2017
Q4 		$45.2M Buy
250,600
+202,400
+420% +$34.8M 0.21% 54
2017
Q3 		$7.66M Sell
48,200
-156,800
-76% -$24.5M 0.05% 374
2017
Q2 		$31.1M Sell
205,000
-159,900
-44% -$22.6M 0.21% 76
2017
Q1 		$46.5M Sell
364,900
-290,100
-44% -$36.4M 0.35% 36
2016
Q4 		$81.2M Buy
655,000
+317,100
+94% +$38M 0.45% 21
2016
Q3 		$39M Buy
337,900
+102,400
+43% +$12M 0.2% 77
2016
Q2 		$28.8M Buy
235,500
+88,200
+60% +$10.1M 0.13% 91
2016
Q1 		$16.5M Sell
147,300
-8,100
-5% -$867K 0.1% 158
2015
Q4 		$16.8M Buy
+155,400
New +$16.8M 0.1% 167
2015
Q3 		– Sell
-650,000
Closed -$82.8M – 3457
2015
Q2 		$82.8M Buy
+650,000
New +$74.2M 0.43% 35
2014
Q2 		– Sell
-32,600
Closed -$2.44M – 2517
2014
Q1 		$2.44M Sell
32,600
-75,300
-70% -$5.33M 0.02% 544
2013
Q4 		$7.4M Buy
107,900
+93,100
+629% +$6.08M 0.05% 224
2013
Q3 		$947K Buy
+14,800
New +$949K 0.01% 932

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.