NEI
AET

Northwest & Ethical Investments’s Aetna Inc AET Stock Holding History

Northwest & Ethical Investments’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
-28,257
Closed -$5.73M – 420
2018
Q3 		$5.73M Buy
28,257
+1,390
+5% +$272K 0.36% 77
2018
Q2 		$4.93M Buy
26,867
+1,225
+5% +$218K 0.33% 85
2018
Q1 		$4.33M Sell
25,642
-15,527
-38% -$2.79M 0.29% 99
2017
Q4 		$7.43M Buy
41,169
+11,444
+38% +$1.97M 0.48% 49
2017
Q3 		$4.73M Sell
29,725
-421
-1% -$65.8K 0.29% 85
2017
Q2 		$4.58M Buy
30,146
+10,134
+51% +$1.43M 0.31% 86
2017
Q1 		$2.55M Buy
20,012
+3,380
+20% +$424K 0.17% 153
2016
Q4 		$2.06M Sell
16,632
-103
-0.6% -$12.3K 0.14% 178
2016
Q3 		$1.93M Buy
+16,735
New +$1.96M 0.14% 167

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

Northwest & Ethical Investments's AET Position: Q4 2018 in Review

Northwest & Ethical Investments sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 28,257 shares — an estimated $5.73M sold.

Northwest & Ethical Investments first reported a position in AET in Q3 2016 and held it in 9 quarters. The position peaked at $7.43M in Q4 2017. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Northwest & Ethical Investments reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Northwest & Ethical Investments sold 28,257 Aetna Inc shares in Q4 2018, an estimated $5.73M.
  • Northwest & Ethical Investments first reported a position in Aetna Inc in Q3 2016 and held it in 9 quarters.
  • Northwest & Ethical Investments's Aetna Inc position peaked at $7.43M in Q4 2017.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Northwest & Ethical Investments's 13F filing for Q4 2018, filed 8 Jul 2025.