MHIC
AET

Marble Harbor Investment Counsel’s Aetna Inc AET Stock Holding History

Marble Harbor Investment Counsel’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
-1,500
Closed -$304K – 151
2018
Q3 		$304K Hold
1,500
– – 0.05% 128
2018
Q2 		$275K Sell
1,500
-100
-6% -$17.8K 0.05% 132
2018
Q1 		$270K Hold
1,600
– – 0.05% 140
2017
Q4 		$289K Hold
1,600
– – 0.06% 139
2017
Q3 		$254K Hold
1,600
– – 0.05% 147
2017
Q2 		$243K Hold
1,600
– – 0.05% 138
2017
Q1 		$204K Sell
1,600
-75
-4% -$9.42K 0.04% 149
2016
Q4 		$208K Buy
+1,675
New +$201K 0.05% 147

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

Marble Harbor Investment Counsel's AET Position: Q4 2018 in Review

Marble Harbor Investment Counsel sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 1,500 shares — an estimated $304K sold.

Marble Harbor Investment Counsel first reported a position in AET in Q4 2016 and held it in 8 quarters. The position peaked at $304K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Marble Harbor Investment Counsel reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Marble Harbor Investment Counsel sold 1,500 Aetna Inc shares in Q4 2018, an estimated $304K.
  • Marble Harbor Investment Counsel first reported a position in Aetna Inc in Q4 2016 and held it in 8 quarters.
  • Marble Harbor Investment Counsel's Aetna Inc position peaked at $304K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Marble Harbor Investment Counsel's 13F filing for Q4 2018, filed 7 Feb 2019.