JFGIW
AET

Johnson Financial Group Inc (Wisconsin)’s Aetna Inc AET Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
-14,944
Closed -$3.03M – 572
2018
Q3 		$3.03M Buy
14,944
+3,314
+28% +$648K 0.31% 58
2018
Q2 		$2.13M Buy
11,630
+58
+0.5% +$10.3K 0.23% 75
2018
Q1 		$1.96M Buy
11,572
+353
+3% +$63.4K 0.23% 79
2017
Q4 		$2.02M Sell
11,219
-610
-5% -$105K 0.25% 77
2017
Q3 		$1.88M Sell
11,829
-1,184
-9% -$185K 0.25% 79
2017
Q2 		$1.98M Sell
13,013
-1,050
-7% -$148K 0.28% 75
2017
Q1 		$1.79M Buy
14,063
+243
+2% +$30.5K 0.23% 100
2016
Q4 		$1.71M Buy
13,820
+1,015
+8% +$122K 0.24% 95
2016
Q3 		$1.48M Buy
12,805
+130
+1% +$15.2K 0.2% 107
2016
Q2 		$1.55M Buy
12,675
+5,913
+87% +$679K 0.21% 104
2016
Q1 		$759K Buy
6,762
+1,652
+32% +$177K 0.15% 136
2015
Q4 		$552K Buy
5,110
+140
+3% +$15.1K 0.11% 151
2015
Q3 		$544K Buy
4,970
+576
+13% +$66.5K 0.12% 162
2015
Q2 		$560K Buy
4,394
+1,960
+81% +$224K 0.12% 162
2015
Q1 		$259K Buy
2,434
+1,895
+352% +$186K 0.06% 235
2014
Q4 		$48K Buy
539
+175
+48% +$14.7K 0.01% 498
2014
Q3 		$29K Buy
364
+19
+6% +$1.55K 0.01% 519
2014
Q2 		$28K Buy
+345
New +$26.1K 0.01% 523

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

Johnson Financial Group Inc (Wisconsin)'s AET Position: Q4 2018 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 14,944 shares — an estimated $3.03M sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in AET in Q2 2014 and held it in 18 quarters. The position peaked at $3.03M in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 14,944 Aetna Inc shares in Q4 2018, an estimated $3.03M.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Aetna Inc in Q2 2014 and held it in 18 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s Aetna Inc position peaked at $3.03M in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q4 2018, filed 11 Feb 2019.