LP
AET

LMR Partners’s Aetna Inc AET Stock Holding History

LMR Partners’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
-197,150
Closed -$40M – 554
2018
Q3 		$40M Buy
+197,150
New +$38.5M 2.54% 8
2017
Q4 		– Sell
-10,498
Closed -$1.67M – 439
2017
Q3 		$1.67M Buy
10,498
+163
+2% +$25.5K 0.18% 68
2017
Q2 		$1.57M Buy
+10,335
New +$1.46M 0.1% 217
2017
Q1 		– Sell
-10,510
Closed -$1.3M – 512
2016
Q4 		$1.3M Buy
+10,510
New +$1.26M 0.2% 115
2016
Q1 		– Sell
-9,242
Closed -$1M – 445
2015
Q4 		$1M Sell
9,242
-48,085
-84% -$5.2M 0.33% 62
2015
Q3 		$6.27M Buy
57,327
+15,620
+37% +$1.8M 0.69% 34
2015
Q2 		$5.32M Buy
41,707
+15,228
+58% +$1.74M 0.65% 24
2015
Q1 		$2.82M Buy
26,479
+9,110
+52% +$892K 0.39% 79
2014
Q4 		$1.54M Buy
+17,369
New +$1.46M 0.2% 135
2014
Q3 		– Sell
-15,063
Closed -$1.22M – 532
2014
Q2 		$1.22M Buy
+15,063
New +$1.14M 0.1% 226

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

LMR Partners's AET Position: Q4 2018 in Review

LMR Partners sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 197,150 shares — an estimated $40M sold.

LMR Partners first reported a position in AET in Q2 2014 and held it in 10 quarters. The position peaked at $40M in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • LMR Partners reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • LMR Partners sold 197,150 Aetna Inc shares in Q4 2018, an estimated $40M.
  • LMR Partners first reported a position in Aetna Inc in Q2 2014 and held it in 10 quarters.
  • LMR Partners's Aetna Inc position peaked at $40M in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

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