LBG
AET

Lloyds Banking Group’s Aetna Inc AET Stock Holding History

Lloyds Banking 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
-405
Closed -$82K – 73
2018
Q3 		$82K Sell
405
-470
-54% -$91.9K 1% 27
2018
Q2 		$160K Sell
875
-13
-1% -$2.32K 1.32% 30
2018
Q1 		$149K Sell
888
-307
-26% -$55.2K 1.15% 36
2017
Q4 		$215K Buy
1,195
+527
+79% +$90.5K 1.99% 10
2017
Q3 		$106K Buy
+668
New +$104K 1.06% 44
2016
Q1 		– Sell
-2,239
Closed -$242K – 70
2015
Q4 		$242K Hold
2,239
– – 1.96% 24
2015
Q3 		$244K Sell
2,239
-202
-8% -$23.3K 1.81% 28
2015
Q2 		$311K Buy
2,441
+295
+14% +$33.7K 1.99% 24
2015
Q1 		$228K Sell
2,146
-217
-9% -$21.3K 0.58% 28
2014
Q4 		$209K Sell
2,363
-16,063
-87% -$1.35M 0.4% 32
2014
Q3 		$1.49M Buy
18,426
+3,288
+22% +$268K 0.41% 70
2014
Q2 		$1.23M Sell
15,138
-141,391
-90% -$10.7M 0.3% 98
2014
Q1 		$11.7M Sell
156,529
-29,527
-16% -$2.09M 0.1% 201
2013
Q4 		$12.8M Buy
186,056
+18,863
+11% +$1.23M 0.12% 190
2013
Q3 		$10.7M Buy
167,193
+38,340
+30% +$2.46M 0.11% 194
2013
Q2 		$8.19M Buy
+128,853
New +$7.57M 0.09% 201

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

Lloyds Banking Group's AET Position: Q4 2018 in Review

Lloyds Banking Group sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 405 shares — an estimated $82K sold.

Lloyds Banking Group first reported a position in AET in Q2 2013 and held it in 16 quarters. The position peaked at $12.8M in Q4 2013. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Lloyds Banking Group reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Lloyds Banking Group sold 405 Aetna Inc shares in Q4 2018, an estimated $82K.
  • Lloyds Banking Group first reported a position in Aetna Inc in Q2 2013 and held it in 16 quarters.
  • Lloyds Banking Group's Aetna Inc position peaked at $12.8M in Q4 2013.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Lloyds Banking Group's 13F filing for Q4 2018, filed 11 Feb 2019.