MCM
AET

Murphy Capital Management’s Aetna Inc AET Stock Holding History

Murphy 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
-4,025
Closed -$816K – 267
2018
Q3 		$816K Buy
4,025
+25
+0.6% +$4.89K 0.11% 139
2018
Q2 		$734K Hold
4,000
– – 0.11% 149
2018
Q1 		$676K Sell
4,000
-650
-14% -$117K 0.1% 157
2017
Q4 		$838K Sell
4,650
-225
-5% -$38.7K 0.11% 143
2017
Q3 		$775K Buy
4,875
+42
+0.9% +$6.56K 0.11% 149
2017
Q2 		$733K Hold
4,833
– – 0.11% 150
2017
Q1 		$616K Sell
4,833
-842
-15% -$106K 0.09% 166
2016
Q4 		$703K Sell
5,675
-488
-8% -$58.4K 0.11% 147
2016
Q3 		$711K Sell
6,163
-100
-2% -$11.7K 0.11% 157
2016
Q2 		$764K Sell
6,263
-145
-2% -$16.6K 0.12% 152
2016
Q1 		$719K Sell
6,408
-1,312
-17% -$140K 0.11% 160
2015
Q4 		$833K Buy
7,720
+3,495
+83% +$378K 0.13% 149
2015
Q3 		$461K Sell
4,225
-2,100
-33% -$243K 0.08% 204
2015
Q2 		$805K Sell
6,325
-885
-12% -$101K 0.12% 161
2015
Q1 		$767K Buy
7,210
+150
+2% +$14.7K 0.11% 164
2014
Q4 		$626K Sell
7,060
-1,750
-20% -$147K 0.1% 182
2014
Q3 		$713K Buy
8,810
+2,300
+35% +$187K 0.11% 173
2014
Q2 		$527K Buy
6,510
+648
+11% +$49K 0.08% 204
2014
Q1 		$438K Sell
5,862
-100
-2% -$7.08K 0.07% 229
2013
Q4 		$408K Hold
5,962
– – 0.07% 224
2013
Q3 		$380K Buy
5,962
+500
+9% +$32.1K 0.07% 220
2013
Q2 		$346K Buy
+5,462
New +$321K 0.07% 222

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

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

Murphy Capital Management sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 4,025 shares — an estimated $816K sold.

Murphy Capital Management first reported a position in AET in Q2 2013 and held it in 22 quarters. The position peaked at $838K in Q4 2017. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Murphy Capital Management reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Murphy Capital Management sold 4,025 Aetna Inc shares in Q4 2018, an estimated $816K.
  • Murphy Capital Management first reported a position in Aetna Inc in Q2 2013 and held it in 22 quarters.
  • Murphy Capital Management's Aetna Inc position peaked at $838K in Q4 2017.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Murphy Capital Management's 13F filing for Q4 2018, filed 4 Feb 2019.