Lucus Advisors’s Aetna Inc AET Stock Holding History

Lucus Advisors’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 Q1	$338K	Buy	+2,000	New	+$359K	0.59%	16
2017 Q2	–	Sell	-3,230	Closed	-$412K	–	291
2017 Q1	$412K	Buy	+3,230	New	+$406K	0.38%	84
2016 Q4	–	Sell	-3,406	Closed	-$393K	–	217
2016 Q3	$393K	Buy	3,406 +577	+20%	+$67.6K	0.34%	151
2016 Q2	$346K	Sell	2,829 -1,752	-38%	-$201K	0.28%	178
2016 Q1	$515K	Buy	4,581 +929	+25%	+$99.4K	0.3%	213
2015 Q4	$395K	Sell	3,652 -429	-11%	-$46.4K	0.24%	176
2015 Q3	$447K	Sell	4,081 -213	-5%	-$24.6K	0.25%	140
2015 Q2	$547K	Sell	4,294 -854	-17%	-$97.5K	0.26%	13
2015 Q1	$548K	Sell	5,148 -167	-3%	-$16.4K	0.28%	52
2014 Q4	$472K	Buy	+5,315	New	+$446K	0.21%	151

Other funds holding AET

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Lucus Advisors's AET Position: Q1 2018 in Review

Lucus Advisors opened a new position in Aetna Inc (AET) in Q1 2018: 2,000 shares worth $338K. The stake represents 0.59% of the portfolio and ranks #16 among its holdings. This is a return to the name: Lucus Advisors previously reported a position in AET as recently as Q1 2017.

Lucus Advisors first reported a position in AET in Q4 2014 and has held it in 10 quarters since. The position peaked at $548K in Q1 2015. 1,004 funds tracked by Wall St. Rank hold AET as of Q1 2018.

Lucus Advisors held 2,000 shares of Aetna Inc worth $338K as of Q1 2018.
Aetna Inc was a new Lucus Advisors position in Q1 2018.
Aetna Inc made up 0.59% of Lucus Advisors's portfolio in Q1 2018, its #16 holding.
Lucus Advisors first reported a position in Aetna Inc in Q4 2014 and has held it in 10 quarters since.
Lucus Advisors's Aetna Inc position peaked at $548K in Q1 2015.
1,004 funds tracked by Wall St. Rank held Aetna Inc as of Q1 2018.

Based on Lucus Advisors's 13F filing for Q1 2018, filed 15 May 2018.