OC
AET

Oakworth Capital’s Aetna Inc AET Stock Holding History

Oakworth Capital’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
-320
Closed -$65K – 629
2018
Q3 		$65K Hold
320
– – 0.01% 273
2018
Q2 		$59K Hold
320
– – 0.01% 284
2018
Q1 		$57K Sell
320
-64
-17% -$11.5K 0.01% 268
2017
Q4 		$69K Hold
384
– – 0.02% 260
2017
Q3 		$61K Hold
384
– – 0.02% 271
2017
Q2 		$58K Hold
384
– – 0.02% 271
2017
Q1 		$49K Sell
384
-95
-20% -$11.9K 0.01% 280
2016
Q4 		$63K Sell
479
-185
-28% -$22.1K 0.02% 246
2016
Q3 		$77K Hold
664
– – 0.03% 216
2016
Q2 		$75K Hold
664
– – 0.03% 213
2016
Q1 		$75K Buy
664
+320
+93% +$34.2K 0.03% 180
2015
Q4 		$37K Buy
344
+185
+116% +$20K 0.02% 220
2015
Q3 		$17K Hold
159
– – 0.01% 263
2015
Q2 		$18K Hold
159
– – 0.01% 268
2015
Q1 		$17K Hold
159
– – 0.01% 287
2014
Q4 		$14K Hold
159
– – 0.01% 293
2014
Q3 		$13K Hold
159
– – 0.01% 267
2014
Q2 		$13K Hold
159
– – 0.01% 271
2014
Q1 		$12K Hold
159
– – 0.01% 270
2013
Q4 		$11K Buy
+159
New +$10.4K 0.01% 261

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

Oakworth Capital's AET Position: Q4 2018 in Review

Oakworth Capital sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 320 shares — an estimated $65K sold.

Oakworth Capital first reported a position in AET in Q4 2013 and held it in 20 quarters. The position peaked at $77K in Q3 2016. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Oakworth Capital reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Oakworth Capital sold 320 Aetna Inc shares in Q4 2018, an estimated $65K.
  • Oakworth Capital first reported a position in Aetna Inc in Q4 2013 and held it in 20 quarters.
  • Oakworth Capital's Aetna Inc position peaked at $77K in Q3 2016.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

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