LPL Financial
AET

LPL Financial’s Aetna Inc AET Stock Holding History

LPL Financial’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
-55,488
Closed -$11.3M – 3346
2018
Q3 		$11.3M Sell
55,488
-4,650
-8% -$909K 0.03% 449
2018
Q2 		$11M Buy
60,138
+4,172
+7% +$744K 0.03% 433
2018
Q1 		$9.46M Buy
55,966
+1,195
+2% +$215K 0.03% 467
2017
Q4 		$9.88M Sell
54,771
-4,330
-7% -$744K 0.03% 420
2017
Q3 		$9.4M Buy
59,101
+7,440
+14% +$1.16M 0.03% 396
2017
Q2 		$7.84M Buy
51,661
+41,567
+412% +$5.88M 0.03% 425
2017
Q1 		$1.3M Sell
10,094
-10,628
-51% -$1.33M 0.01% 1086
2016
Q4 		$2.55M Buy
20,722
+90
+0.4% +$10.8K 0.02% 676
2016
Q3 		$2.37M Buy
20,632
+13,102
+174% +$1.54M 0.02% 680
2016
Q2 		$905K Sell
7,530
-108,232
-93% -$12.4M 0.01% 1240
2016
Q1 		$12.9M Sell
115,762
-9,672
-8% -$1.03M 0.04% 369
2015
Q4 		$13.9M Buy
125,434
+56,853
+83% +$6.15M 0.04% 354
2015
Q3 		$7.75M Sell
68,581
-1,432
-2% -$165K 0.04% 336
2015
Q2 		$8.22M Buy
70,013
+3,846
+6% +$439K 0.04% 358
2015
Q1 		$7.07M Buy
66,167
+21,757
+49% +$2.13M 0.04% 395
2014
Q4 		$3.94M Buy
44,410
+4,999
+13% +$420K 0.02% 582
2014
Q3 		$3.15M Sell
39,411
-2,280
-5% -$186K 0.02% 642
2014
Q2 		$3.38M Buy
41,691
+6,435
+18% +$487K 0.02% 628
2014
Q1 		$2.64M Buy
35,256
+8,973
+34% +$635K 0.02% 703
2013
Q4 		$1.8M Buy
26,283
+961
+4% +$62.7K 0.01% 881
2013
Q3 		$1.66M Sell
25,322
-8,321
-25% -$534K 0.01% 891
2013
Q2 		$2.14M Buy
+33,643
New +$1.98M 0.02% 696

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

LPL Financial's AET Position: Q4 2018 in Review

LPL Financial sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 55,488 shares — an estimated $11.3M sold.

LPL Financial first reported a position in AET in Q2 2013 and held it in 22 quarters. The position peaked at $13.9M in Q4 2015. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • LPL Financial reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • LPL Financial sold 55,488 Aetna Inc shares in Q4 2018, an estimated $11.3M.
  • LPL Financial first reported a position in Aetna Inc in Q2 2013 and held it in 22 quarters.
  • LPL Financial's Aetna Inc position peaked at $13.9M in Q4 2015.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on LPL Financial's 13F filing for Q4 2018, filed 7 Feb 2019.