OP
AET

Omni Partners’s Aetna Inc AET Stock Holding History

Omni Partners’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
-1,080,800
Closed -$219M – 32
2018
Q3 		$219M Buy
1,080,800
+314,683
+41% +$61.5M 24.73% 1
2018
Q2 		$141M Buy
766,117
+159,483
+26% +$28.4M 15.9% 2
2018
Q1 		$103M Buy
606,634
+533,448
+729% +$95.9M 14.35% 2
2017
Q4 		$13.2M Buy
+73,186
New +$12.6M 2.28% 6

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

Omni Partners's AET Position: Q4 2018 in Review

Omni Partners sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 1,080,800 shares — an estimated $219M sold.

Omni Partners first reported a position in AET in Q4 2017 and held it in 4 quarters. The position peaked at $219M in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Omni Partners reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Omni Partners sold 1,080,800 Aetna Inc shares in Q4 2018, an estimated $219M.
  • Omni Partners first reported a position in Aetna Inc in Q4 2017 and held it in 4 quarters.
  • Omni Partners's Aetna Inc position peaked at $219M in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Omni Partners's 13F filing for Q4 2018, filed 12 Feb 2019.