MI
AET

Markston International’s Aetna Inc AET Stock Holding History

Markston International’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
-176,440
Closed -$35.8M – 175
2018
Q3 		$35.8M Sell
176,440
-16,152
-8% -$3.16M 3.84% 4
2018
Q2 		$36.3M Buy
192,592
+807
+0.4% +$144K 3.9% 4
2018
Q1 		$32.4M Sell
191,785
-345
-0.2% -$62K 3.5% 3
2017
Q4 		$34.7M Sell
192,130
-15,799
-8% -$2.71M 3.58% 2
2017
Q3 		$33.1M Sell
207,929
-16,191
-7% -$2.53M 3.39% 2
2017
Q2 		$34M Sell
224,120
-13,823
-6% -$1.95M 3.31% 2
2017
Q1 		$30.4M Sell
237,943
-23,385
-9% -$2.94M 2.98% 3
2016
Q4 		$32.4M Sell
261,328
-27,202
-9% -$3.26M 3.07% 2
2016
Q3 		$33.3M Sell
288,530
-17,363
-6% -$2.04M 3.12% 2
2016
Q2 		$37.4M Sell
305,893
-17,181
-5% -$1.97M 3.51% 2
2016
Q1 		$36.3M Sell
323,074
-14,966
-4% -$1.6M 3.44% 2
2015
Q4 		$36.5M Sell
338,040
-5,850
-2% -$632K 3.13% 2
2015
Q3 		$37.6M Sell
343,890
-34,645
-9% -$4M 3.3% 2
2015
Q2 		$48.2M Sell
378,535
-39,820
-10% -$4.55M 3.56% 2
2015
Q1 		$44.6M Sell
418,355
-43,398
-9% -$4.25M 2.99% 2
2014
Q4 		$41M Sell
461,753
-19,480
-4% -$1.63M 2.55% 2
2014
Q3 		$39M Sell
481,233
-2,196
-0.5% -$179K 2.39% 2
2014
Q2 		$39.2M Sell
483,429
-7,035
-1% -$532K 2.37% 4
2014
Q1 		$36.8M Sell
490,464
-4,750
-1% -$336K 2.31% 5
2013
Q4 		$34M Sell
495,214
-11,700
-2% -$764K 2.15% 6
2013
Q3 		$32.5M Sell
506,914
-42,228
-8% -$2.71M 2.18% 5
2013
Q2 		$34.9M Buy
+549,142
New +$32.3M 2.27% 4

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

Markston International's AET Position: Q4 2018 in Review

Markston International sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 176,440 shares — an estimated $35.8M sold.

Markston International first reported a position in AET in Q2 2013 and held it in 22 quarters. The position peaked at $48.2M in Q2 2015. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Markston International reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Markston International sold 176,440 Aetna Inc shares in Q4 2018, an estimated $35.8M.
  • Markston International first reported a position in Aetna Inc in Q2 2013 and held it in 22 quarters.
  • Markston International's Aetna Inc position peaked at $48.2M in Q2 2015.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Markston International's 13F filing for Q4 2018, filed 8 Feb 2019.