LIM
AET

Leavell Investment Management’s Aetna Inc AET Stock Holding History

Leavell Investment Management’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
-2,255
Closed -$457K – 383
2018
Q3 		$457K Hold
2,255
– – 0.05% 270
2018
Q2 		$414K Hold
2,255
– – 0.05% 275
2018
Q1 		$381K Hold
2,255
– – 0.04% 287
2017
Q4 		$407K Hold
2,255
– – 0.05% 286
2017
Q3 		$359K Hold
2,255
– – 0.04% 287
2017
Q2 		$342K Hold
2,255
– – 0.04% 298
2017
Q1 		$288K Hold
2,255
– – 0.04% 310
2016
Q4 		$280K Hold
2,255
– – 0.04% 314
2016
Q3 		$260K Buy
2,255
+5
+0.2% +$586 0.04% 331
2016
Q2 		$275K Hold
2,250
– – 0.04% 326
2016
Q1 		$253K Hold
2,250
– – 0.04% 325
2015
Q4 		$243K Hold
2,250
– – 0.04% 333
2015
Q3 		$246K Hold
2,250
– – 0.04% 337
2015
Q2 		$287K Hold
2,250
– – 0.04% 332
2015
Q1 		$240K Buy
+2,250
New +$220K 0.04% 364

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

Leavell Investment Management's AET Position: Q4 2018 in Review

Leavell Investment Management sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 2,255 shares — an estimated $457K sold.

Leavell Investment Management first reported a position in AET in Q1 2015 and held it in 15 quarters. The position peaked at $457K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Leavell Investment Management reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Leavell Investment Management sold 2,255 Aetna Inc shares in Q4 2018, an estimated $457K.
  • Leavell Investment Management first reported a position in Aetna Inc in Q1 2015 and held it in 15 quarters.
  • Leavell Investment Management's Aetna Inc position peaked at $457K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Leavell Investment Management's 13F filing for Q4 2018, filed 24 Jan 2019.