LG
AET

Leuthold Group’s Aetna Inc AET Stock Holding History

Leuthold 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
-51,888
Closed -$10.5M – 212
2018
Q3 		$10.5M Sell
51,888
-1,324
-2% -$259K 1.15% 20
2018
Q2 		$9.76M Buy
53,212
+4,282
+9% +$763K 1.07% 19
2018
Q1 		$8.27M Sell
48,930
-8,382
-15% -$1.51M 0.94% 24
2017
Q4 		$10.3M Sell
57,312
-1,226
-2% -$211K 1.03% 22
2017
Q3 		$9.31M Sell
58,538
-1,323
-2% -$207K 0.94% 22
2017
Q2 		$9.09M Sell
59,861
-2,101
-3% -$297K 0.97% 18
2017
Q1 		$7.9M Sell
61,962
-1,376
-2% -$173K 0.85% 25
2016
Q4 		$7.86M Sell
63,338
-5,844
-8% -$700K 0.88% 25
2016
Q3 		$7.99M Sell
69,182
-2,195
-3% -$257K 0.84% 31
2016
Q2 		$8.72M Buy
71,377
+8,201
+13% +$942K 0.92% 23
2016
Q1 		$7.1M Buy
63,176
+1,257
+2% +$134K 0.77% 46
2015
Q4 		$6.7M Sell
61,919
-57,331
-48% -$6.2M 0.7% 41
2015
Q3 		$13M Sell
119,250
-17,047
-13% -$1.97M 1.38% 10
2015
Q2 		$17.4M Buy
136,297
+4,762
+4% +$544K 1.62% 4
2015
Q1 		$14M Buy
131,535
+17,999
+16% +$1.76M 1.3% 13
2014
Q4 		$10.1M Sell
113,536
-21,866
-16% -$1.83M 0.99% 23
2014
Q3 		$11M Sell
135,402
-5,895
-4% -$480K 0.99% 20
2014
Q2 		$11.5M Buy
141,297
+123
+0.1% +$9.31K 0.97% 25
2014
Q1 		$10.6M Buy
141,174
+5,094
+4% +$360K 0.94% 27
2013
Q4 		$9.33M Buy
136,080
+28,652
+27% +$1.87M 0.84% 36
2013
Q3 		$6.88M Buy
107,428
+26,058
+32% +$1.67M 0.64% 43
2013
Q2 		$5.17M Buy
+81,370
New +$4.78M 0.48% 72

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

Leuthold Group's AET Position: Q4 2018 in Review

Leuthold Group sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 51,888 shares — an estimated $10.5M sold.

Leuthold Group first reported a position in AET in Q2 2013 and held it in 22 quarters. The position peaked at $17.4M in Q2 2015. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Leuthold Group reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Leuthold Group sold 51,888 Aetna Inc shares in Q4 2018, an estimated $10.5M.
  • Leuthold Group first reported a position in Aetna Inc in Q2 2013 and held it in 22 quarters.
  • Leuthold Group's Aetna Inc position peaked at $17.4M in Q2 2015.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Leuthold Group's 13F filing for Q4 2018, filed 14 Feb 2019.