PP
AET

Palladium Partners’s Aetna Inc AET Stock Holding History

Palladium 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
-31,105
Closed -$6.31M – 262
2018
Q3 		$6.31M Sell
31,105
-162
-0.5% -$31.7K 0.43% 64
2018
Q2 		$5.74M Sell
31,267
-894
-3% -$159K 0.42% 64
2018
Q1 		$5.43M Sell
32,161
-467
-1% -$83.9K 0.4% 64
2017
Q4 		$5.89M Sell
32,628
-572
-2% -$98.3K 0.43% 61
2017
Q3 		$5.28M Sell
33,200
-885
-3% -$138K 0.4% 66
2017
Q2 		$5.17M Sell
34,085
-1,650
-5% -$233K 0.41% 66
2017
Q1 		$4.56M Sell
35,735
-750
-2% -$94.2K 0.37% 72
2016
Q4 		$4.53M Sell
36,485
-1,192
-3% -$143K 0.38% 76
2016
Q3 		$4.35M Sell
37,677
-2,590
-6% -$304K 0.38% 73
2016
Q2 		$4.92M Sell
40,267
-4,790
-11% -$550K 0.45% 66
2016
Q1 		$5.06M Sell
45,057
-5,413
-11% -$579K 0.46% 62
2015
Q4 		$5.46M Sell
50,470
-3,760
-7% -$406K 0.51% 60
2015
Q3 		$5.93M Sell
54,230
-26,375
-33% -$3.05M 0.59% 57
2015
Q2 		$10.3M Sell
80,605
-18,331
-19% -$2.09M 0.92% 31
2015
Q1 		$10.5M Sell
98,936
-2,113
-2% -$207K 0.9% 33
2014
Q4 		$8.98M Sell
101,049
-27,310
-21% -$2.29M 0.78% 41
2014
Q3 		$10.4M Buy
128,359
+2,167
+2% +$176K 0.93% 33
2014
Q2 		$10.2M Buy
126,192
+4,205
+3% +$318K 0.91% 33
2014
Q1 		$9.15M Buy
121,987
+3,165
+3% +$224K 0.84% 38
2013
Q4 		$8.15M Buy
118,822
+5,352
+5% +$349K 0.77% 41
2013
Q3 		$7.26M Sell
113,470
-555
-0.5% -$35.6K 0.74% 42
2013
Q2 		$7.25M Buy
+114,025
New +$6.7M 0.76% 38

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

Palladium Partners's AET Position: Q4 2018 in Review

Palladium Partners sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 31,105 shares — an estimated $6.31M sold.

Palladium Partners first reported a position in AET in Q2 2013 and held it in 22 quarters. The position peaked at $10.5M in Q1 2015. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Palladium Partners reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Palladium Partners sold 31,105 Aetna Inc shares in Q4 2018, an estimated $6.31M.
  • Palladium Partners first reported a position in Aetna Inc in Q2 2013 and held it in 22 quarters.
  • Palladium Partners's Aetna Inc position peaked at $10.5M in Q1 2015.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Palladium Partners's 13F filing for Q4 2018, filed 24 Jan 2019.