PCM
AET

Palisade Capital Management’s Aetna Inc AET Stock Holding History

Palisade 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
-32,404
Closed -$6.57M – 467
2018
Q3 		$6.57M Sell
32,404
-25,607
-44% -$5M 0.18% 155
2018
Q2 		$10.6M Buy
58,011
+2,193
+4% +$391K 0.31% 104
2018
Q1 		$9.43M Buy
55,818
+19,653
+54% +$3.53M 0.32% 105
2017
Q4 		$6.52M Sell
36,165
-980
-3% -$168K 0.22% 152
2017
Q3 		$5.91M Buy
37,145
+6,373
+21% +$996K 0.21% 151
2017
Q2 		$4.67M Buy
30,772
+2,354
+8% +$333K 0.18% 171
2017
Q1 		$3.63M Sell
28,418
-2,117
-7% -$266K 0.14% 191
2016
Q4 		$3.79M Sell
30,535
-781
-2% -$93.5K 0.14% 188
2016
Q3 		$3.62M Sell
31,316
-1,025
-3% -$120K 0.13% 218
2016
Q2 		$3.95M Sell
32,341
-777
-2% -$89.2K 0.14% 209
2016
Q1 		$3.72M Sell
33,118
-25,590
-44% -$2.74M 0.12% 241
2015
Q4 		$6.35M Sell
58,708
-16,314
-22% -$1.76M 0.21% 166
2015
Q3 		$8.21M Sell
75,022
-13,780
-16% -$1.59M 0.24% 149
2015
Q2 		$11.3M Sell
88,802
-21,671
-20% -$2.47M 0.29% 128
2015
Q1 		$11.8M Sell
110,473
-3,213
-3% -$315K 0.3% 115
2014
Q4 		$10.1M Sell
113,686
-641
-0.6% -$53.8K 0.24% 150
2014
Q3 		$9.26M Sell
114,327
-1,892
-2% -$154K 0.23% 174
2014
Q2 		$9.42M Sell
116,219
-4,701
-4% -$356K 0.23% 183
2014
Q1 		$9.06M Buy
120,920
+3
+0% +$212 0.22% 182
2013
Q4 		$8.29M Buy
120,917
+8,402
+7% +$548K 0.22% 181
2013
Q3 		$7.2M Sell
112,515
-8,427
-7% -$540K 0.2% 196
2013
Q2 		$7.68M Buy
+120,942
New +$7.1M 0.22% 181

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

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

Palisade Capital Management sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 32,404 shares — an estimated $6.57M sold.

Palisade Capital Management first reported a position in AET in Q2 2013 and held it in 22 quarters. The position peaked at $11.8M in Q1 2015. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Palisade Capital Management reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Palisade Capital Management sold 32,404 Aetna Inc shares in Q4 2018, an estimated $6.57M.
  • Palisade Capital Management first reported a position in Aetna Inc in Q2 2013 and held it in 22 quarters.
  • Palisade Capital Management's Aetna Inc position peaked at $11.8M in Q1 2015.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Palisade Capital Management's 13F filing for Q4 2018, filed 12 Feb 2019.