KIA
AET

KCM Investment Advisors’s Aetna Inc AET Stock Holding History

KCM Investment Advisors’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
-10,478
Closed -$2.13M – 518
2018
Q3 		$2.13M Sell
10,478
-1,189
-10% -$232K 0.12% 150
2018
Q2 		$2.14M Buy
11,667
+1,035
+10% +$184K 0.13% 149
2018
Q1 		$1.8M Buy
10,632
+2,351
+28% +$422K 0.11% 177
2017
Q4 		$1.49M Buy
8,281
+2,358
+40% +$405K 0.09% 213
2017
Q3 		$942K Sell
5,923
-183
-3% -$28.6K 0.06% 257
2017
Q2 		$927K Sell
6,106
-663
-10% -$93.7K 0.06% 254
2017
Q1 		$863K Hold
6,769
– – 0.06% 267
2016
Q4 		$839K Hold
6,769
– – 0.06% 270
2016
Q3 		$781K Buy
6,769
+413
+6% +$48.4K 0.05% 283
2016
Q2 		$776K Sell
6,356
-459
-7% -$52.7K 0.05% 281
2016
Q1 		$766K Buy
6,815
+11
+0.2% +$1.18K 0.06% 270
2015
Q4 		$736K Sell
6,804
-353
-5% -$38.2K 0.06% 278
2015
Q3 		$783K Buy
7,157
+196
+3% +$22.6K 0.07% 267
2015
Q2 		$887K Buy
6,961
+601
+9% +$68.6K 0.07% 258
2015
Q1 		$678K Hold
6,360
– – 0.05% 298
2014
Q4 		$565K Buy
6,360
+160
+3% +$13.4K 0.05% 322
2014
Q3 		$502K Buy
6,200
+300
+5% +$24.4K 0.05% 317
2014
Q2 		$478K Hold
5,900
– – 0.04% 323
2014
Q1 		$442K Hold
5,900
– – 0.05% 309
2013
Q4 		$405K Sell
5,900
-116
-2% -$7.57K 0.04% 317
2013
Q3 		$385K Sell
6,016
-22
-0.4% -$1.41K 0.05% 322
2013
Q2 		$384K Buy
+6,038
New +$355K 0.05% 322

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

KCM Investment Advisors's AET Position: Q4 2018 in Review

KCM Investment Advisors sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 10,478 shares — an estimated $2.13M sold.

KCM Investment Advisors first reported a position in AET in Q2 2013 and held it in 22 quarters. The position peaked at $2.14M in Q2 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • KCM Investment Advisors reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • KCM Investment Advisors sold 10,478 Aetna Inc shares in Q4 2018, an estimated $2.13M.
  • KCM Investment Advisors first reported a position in Aetna Inc in Q2 2013 and held it in 22 quarters.
  • KCM Investment Advisors's Aetna Inc position peaked at $2.14M in Q2 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on KCM Investment Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.