Main Street Research’s Aetna Inc AET Stock Holding History

Main Street Research’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	-1,303	Closed	-$264K	–	113
2018 Q3	$264K	Sell	1,303 -30	-2%	-$5.86K	0.04%	90
2018 Q2	$245K	Hold	1,333	–	–	0.04%	101
2018 Q1	$225K	Buy	+1,333	New	+$240K	0.04%	102
2016 Q1	–	Sell	-2,383	Closed	-$258K	–	117
2015 Q4	$258K	Hold	2,383	–	–	0.06%	103
2015 Q3	$274K	Buy	2,383 +108	+5%	+$12.5K	0.06%	102
2015 Q2	$290K	Buy	2,275 +150	+7%	+$17.1K	0.06%	121
2015 Q1	$226K	Buy	+2,125	New	+$208K	0.05%	126

Other funds holding AET

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 Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return

Main Street Research's AET Position: Q4 2018 in Review

Main Street Research sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 1,303 shares — an estimated $264K sold.

Main Street Research first reported a position in AET in Q1 2015 and held it in 7 quarters. The position peaked at $290K in Q2 2015. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

Main Street Research reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
Main Street Research sold 1,303 Aetna Inc shares in Q4 2018, an estimated $264K.
Main Street Research first reported a position in Aetna Inc in Q1 2015 and held it in 7 quarters.
Main Street Research's Aetna Inc position peaked at $290K in Q2 2015.
6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Main Street Research's 13F filing for Q4 2018, filed 13 Feb 2019.