LBC
AET

Lowe Brockenbrough & Co’s Aetna Inc AET Stock Holding History

Lowe Brockenbrough & Co’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
-54,556
Closed -$11.1M – 207
2018
Q3 		$11.1M Sell
54,556
-641
-1% -$125K 1.55% 14
2018
Q2 		$10.1M Sell
55,197
-803
-1% -$143K 1.49% 15
2018
Q1 		$9.46M Buy
56,000
+146
+0.3% +$26.2K 1.4% 16
2017
Q4 		$10.1M Buy
55,854
+2,107
+4% +$362K 1.45% 17
2017
Q3 		$8.55M Sell
53,747
-9,515
-15% -$1.49M 1.31% 20
2017
Q2 		$9.61M Sell
63,262
-728
-1% -$103K 1.51% 16
2017
Q1 		$8.16M Sell
63,990
-316
-0.5% -$39.7K 1.3% 23
2016
Q4 		$7.97M Sell
64,306
-560
-0.9% -$67K 1.33% 20
2016
Q3 		$7.49M Sell
64,866
-992
-2% -$116K 1.29% 21
2016
Q2 		$8.04M Buy
65,858
+415
+0.6% +$47.7K 1.4% 18
2016
Q1 		$7.35M Sell
65,443
-1,340
-2% -$143K 1.26% 22
2015
Q4 		$7.22M Sell
66,783
-781
-1% -$84.4K 1.23% 22
2015
Q3 		$7.39M Buy
67,564
+2,038
+3% +$235K 1.29% 19
2015
Q2 		$8.35M Sell
65,526
-11,937
-15% -$1.36M 1.35% 16
2015
Q1 		$8.25M Sell
77,463
-429
-0.6% -$42K 1.3% 19
2014
Q4 		$6.92M Buy
77,892
+9,183
+13% +$771K 1.1% 28
2014
Q3 		$5.57M Sell
68,709
-235
-0.3% -$19.1K 0.89% 45
2014
Q2 		$5.59M Sell
68,944
-167
-0.2% -$12.6K 0.89% 47
2014
Q1 		$5.18M Sell
69,111
-4,230
-6% -$299K 0.86% 48
2013
Q4 		$5.03M Sell
73,341
-37,415
-34% -$2.44M 0.83% 51
2013
Q3 		$7.09M Sell
110,756
-995
-0.9% -$63.8K 1.29% 19
2013
Q2 		$7.1M Buy
+111,751
New +$6.56M 1.32% 18

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

Lowe Brockenbrough & Co's AET Position: Q4 2018 in Review

Lowe Brockenbrough & Co sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 54,556 shares — an estimated $11.1M sold.

Lowe Brockenbrough & Co first reported a position in AET in Q2 2013 and held it in 22 quarters. The position peaked at $11.1M in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Lowe Brockenbrough & Co reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Lowe Brockenbrough & Co sold 54,556 Aetna Inc shares in Q4 2018, an estimated $11.1M.
  • Lowe Brockenbrough & Co first reported a position in Aetna Inc in Q2 2013 and held it in 22 quarters.
  • Lowe Brockenbrough & Co's Aetna Inc position peaked at $11.1M in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Lowe Brockenbrough & Co's 13F filing for Q4 2018, filed 15 Feb 2019.