Mitchell Capital Management’s Aetna Inc AET Stock Holding History

Mitchell 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	-41,360	Closed	-$8.39M	–	123
2018 Q3	$8.39M	Sell	41,360 -619	-1%	-$121K	2.72%	9
2018 Q2	$7.7M	Sell	41,979 -893	-2%	-$159K	2.78%	9
2018 Q1	$7.25M	Sell	42,872 -1,867	-4%	-$335K	2.62%	12
2017 Q4	$8.07M	Buy	44,739 +13,588	+44%	+$2.33M	2.84%	8
2017 Q3	$4.95M	Sell	31,151 -495	-2%	-$77.3K	1.81%	30
2017 Q2	$4.8M	Buy	+31,646	New	+$4.47M	1.84%	29

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

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

Mitchell Capital Management sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 41,360 shares — an estimated $8.39M sold.

Mitchell Capital Management first reported a position in AET in Q2 2017 and held it in 6 quarters. The position peaked at $8.39M in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

Mitchell Capital Management reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
Mitchell Capital Management sold 41,360 Aetna Inc shares in Q4 2018, an estimated $8.39M.
Mitchell Capital Management first reported a position in Aetna Inc in Q2 2017 and held it in 6 quarters.
Mitchell Capital Management's Aetna Inc position peaked at $8.39M in Q3 2018.
6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Mitchell Capital Management's 13F filing for Q4 2018, filed 8 Feb 2019.