Morgan Stanley
AET

Morgan Stanley’s Aetna Inc AET Stock Holding History

Morgan Stanley’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
-1,549,820
Closed -$314M – 6904
2018
Q3 		$314M Buy
1,549,820
+669,636
+76% +$131M 0.08% 253
2018
Q2 		$162M Sell
880,184
-28,912
-3% -$5.15M 0.04% 395
2018
Q1 		$154M Sell
909,096
-446,640
-33% -$80.3M 0.04% 408
2017
Q4 		$245M Buy
1,355,736
+342,810
+34% +$58.9M 0.07% 298
2017
Q3 		$161M Sell
1,012,926
-1,474,004
-59% -$230M 0.05% 379
2017
Q2 		$378M Buy
2,486,930
+1,359,619
+121% +$192M 0.11% 192
2017
Q1 		$144M Sell
1,127,311
-33,985
-3% -$4.27M 0.04% 417
2016
Q4 		$144M Buy
1,161,296
+129,205
+13% +$15.5M 0.05% 410
2016
Q3 		$119M Sell
1,032,091
-183,130
-15% -$21.5M 0.04% 480
2016
Q2 		$148M Buy
1,215,221
+113,440
+10% +$13M 0.05% 385
2016
Q1 		$124M Sell
1,101,781
-96,860
-8% -$10.4M 0.05% 414
2015
Q4 		$130M Buy
1,198,641
+146,538
+14% +$15.8M 0.05% 400
2015
Q3 		$115M Sell
1,052,103
-405,425
-28% -$46.8M 0.04% 427
2015
Q2 		$186M Buy
1,457,528
+116,428
+9% +$13.3M 0.06% 322
2015
Q1 		$143M Sell
1,341,100
-302,919
-18% -$29.7M 0.05% 382
2014
Q4 		$146M Buy
1,644,019
+277,310
+20% +$23.3M 0.05% 390
2014
Q3 		$111M Buy
1,366,709
+86,701
+7% +$7.06M 0.04% 475
2014
Q2 		$104M Sell
1,280,008
-107,181
-8% -$8.11M 0.04% 501
2014
Q1 		$104M Buy
1,387,189
+340,709
+33% +$24.1M 0.04% 464
2013
Q4 		$71.8M Sell
1,046,480
-111,775
-10% -$7.29M 0.03% 573
2013
Q3 		$74.2M Buy
1,158,255
+214,780
+23% +$13.8M 0.04% 513
2013
Q2 		$59.9M Buy
+943,475
New +$55.4M 0.03% 571

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

Morgan Stanley's AET Position: Q4 2018 in Review

Morgan Stanley sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 1,549,820 shares — an estimated $314M sold.

Morgan Stanley first reported a position in AET in Q2 2013 and held it in 22 quarters. The position peaked at $378M in Q2 2017. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Morgan Stanley reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Morgan Stanley sold 1,549,820 Aetna Inc shares in Q4 2018, an estimated $314M.
  • Morgan Stanley first reported a position in Aetna Inc in Q2 2013 and held it in 22 quarters.
  • Morgan Stanley's Aetna Inc position peaked at $378M in Q2 2017.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Morgan Stanley's 13F filing for Q4 2018, filed 14 Feb 2019.