KWILP
AET

Kiwi Wealth Investments Limited Partnership’s Aetna Inc AET Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
-44,613
Closed -$9.05M – 218
2018
Q3 		$9.05M Sell
44,613
-20,496
-31% -$4.01M 0.85% 32
2018
Q2 		$11.9M Sell
65,109
-14,742
-18% -$2.63M 1.14% 25
2018
Q1 		$13.5M Buy
79,851
+7,264
+10% +$1.31M 1.33% 18
2017
Q4 		$13.1M Buy
+72,587
New +$12.5M 1.43% 20
2017
Q3 		– Sell
-44,823
Closed -$6.8M – 163
2017
Q2 		$6.8M Sell
44,823
-16,936
-27% -$2.39M 0.62% 34
2017
Q1 		$7.88M Sell
61,759
-35,318
-36% -$4.43M 0.65% 30
2016
Q4 		$12M Buy
97,077
+11,276
+13% +$1.35M 1.03% 23
2016
Q3 		$9.9M Sell
85,801
-34,141
-28% -$4M 0.85% 28
2016
Q2 		$14.6M Buy
119,942
+4,331
+4% +$497K 1.43% 13
2016
Q1 		$13M Sell
115,611
-1,939
-2% -$207K 1.33% 21
2015
Q4 		$12.7M Sell
117,550
-45,371
-28% -$4.9M 1.42% 26
2015
Q3 		$17.8M Buy
162,921
+49,439
+44% +$5.71M 2.09% 14
2015
Q2 		$14.5M Sell
113,482
-13,964
-11% -$1.59M 1.54% 23
2015
Q1 		$13.6M Buy
+127,446
New +$12.5M 1.38% 31

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

Kiwi Wealth Investments Limited Partnership's AET Position: Q4 2018 in Review

Kiwi Wealth Investments Limited Partnership sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 44,613 shares — an estimated $9.05M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in AET in Q1 2015 and held it in 14 quarters. The position peaked at $17.8M in Q3 2015. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Kiwi Wealth Investments Limited Partnership reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 44,613 Aetna Inc shares in Q4 2018, an estimated $9.05M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in Aetna Inc in Q1 2015 and held it in 14 quarters.
  • Kiwi Wealth Investments Limited Partnership's Aetna Inc position peaked at $17.8M in Q3 2015.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q4 2018, filed 14 Feb 2019.