Loomis, Sayles & Company
AET

Loomis, Sayles & Company’s Aetna Inc AET Stock Holding History

Loomis, Sayles & Company’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
-341
Closed -$69K – 991
2018
Q3 		$69K Hold
341
– – ﹤0.01% 611
2018
Q2 		$63K Hold
341
– – ﹤0.01% 628
2018
Q1 		$58K Sell
341
-1,599
-82% -$287K ﹤0.01% 614
2017
Q4 		$350K Sell
1,940
-317,323
-99% -$54.5M ﹤0.01% 581
2017
Q3 		$50.8M Sell
319,263
-19,499
-6% -$3.05M 0.11% 93
2017
Q2 		$51.4M Sell
338,762
-91,779
-21% -$13M 0.12% 89
2017
Q1 		$54.9M Buy
430,541
+72,745
+20% +$9.13M 0.14% 91
2016
Q4 		$44.4M Buy
357,796
+157,171
+78% +$18.8M 0.11% 119
2016
Q3 		$23.2M Buy
+200,625
New +$23.5M 0.06% 219
2015
Q3 		– Sell
-105
Closed -$13K – 1091
2015
Q2 		$13K Buy
+105
New +$12K ﹤0.01% 789
2013
Q4 		– Sell
-353,114
Closed -$22.6M – 806
2013
Q3 		$22.6M Buy
+353,114
New +$22.6M 0.07% 282

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

Loomis, Sayles & Company's AET Position: Q4 2018 in Review

Loomis, Sayles & Company sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 341 shares — an estimated $69K sold.

Loomis, Sayles & Company first reported a position in AET in Q3 2013 and held it in 11 quarters. The position peaked at $54.9M in Q1 2017. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Loomis, Sayles & Company reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Loomis, Sayles & Company sold 341 Aetna Inc shares in Q4 2018, an estimated $69K.
  • Loomis, Sayles & Company first reported a position in Aetna Inc in Q3 2013 and held it in 11 quarters.
  • Loomis, Sayles & Company's Aetna Inc position peaked at $54.9M in Q1 2017.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Loomis, Sayles & Company's 13F filing for Q4 2018, filed 14 Feb 2019.