MCM
AET

MAI Capital Management’s Aetna Inc AET Stock Holding History

MAI Capital Management’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
-1,257
Closed -$255K – 510
2018
Q3 		$255K Buy
1,257
+15
+1% +$2.93K 0.01% 393
2018
Q2 		$228K Buy
1,242
+13
+1% +$2.32K 0.01% 426
2018
Q1 		$208K Sell
1,229
-594
-33% -$107K 0.01% 421
2017
Q4 		$329K Sell
1,823
-769
-30% -$132K 0.02% 343
2017
Q3 		$412K Hold
2,592
– – 0.03% 300
2017
Q2 		$394K Sell
2,592
-635
-20% -$89.8K 0.03% 303
2017
Q1 		$412K Buy
3,227
+135
+4% +$17K 0.03% 287
2016
Q4 		$383K Sell
3,092
-150
-5% -$18K 0.03% 291
2016
Q3 		$374K Buy
3,242
+8
+0.2% +$938 0.03% 300
2016
Q2 		$395K Sell
3,234
-173
-5% -$19.9K 0.03% 292
2016
Q1 		$383K Sell
3,407
-169
-5% -$18.1K 0.03% 297
2015
Q4 		$387K Sell
3,576
-90
-2% -$9.73K 0.03% 300
2015
Q3 		$401K Hold
3,666
– – 0.03% 312
2015
Q2 		$467K Buy
3,666
+315
+9% +$36K 0.03% 321
2015
Q1 		$357K Sell
3,351
-39,162
-92% -$3.84M 0.02% 346
2014
Q4 		$3.78M Buy
42,513
+2,178
+5% +$183K 0.26% 92
2014
Q3 		$3.27M Buy
+40,335
New +$3.28M 0.31% 83

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

MAI Capital Management's AET Position: Q4 2018 in Review

MAI Capital Management sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 1,257 shares — an estimated $255K sold.

MAI Capital Management first reported a position in AET in Q3 2014 and held it in 17 quarters. The position peaked at $3.78M in Q4 2014. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • MAI Capital Management reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • MAI Capital Management sold 1,257 Aetna Inc shares in Q4 2018, an estimated $255K.
  • MAI Capital Management first reported a position in Aetna Inc in Q3 2014 and held it in 17 quarters.
  • MAI Capital Management's Aetna Inc position peaked at $3.78M in Q4 2014.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on MAI Capital Management's 13F filing for Q4 2018, filed 30 Jan 2019.