PP
AET

Paloma Partners’s Aetna Inc AET Stock Holding History

Paloma 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
-13,699
Closed -$2.78M – 1983
2018
Q3 		$2.78M Buy
13,699
+9,206
+205% +$1.8M 0.05% 339
2018
Q2 		$824K Buy
+4,493
New +$801K 0.02% 792
2018
Q1 		– Sell
-60,582
Closed -$10.9M – 2421
2017
Q4 		$10.9M Buy
60,582
+21,400
+55% +$3.68M 0.15% 111
2017
Q3 		$6.23M Buy
39,182
+13,020
+50% +$2.03M 0.09% 229
2017
Q2 		$3.97M Sell
26,162
-5,255
-17% -$743K 0.05% 398
2017
Q1 		$4.01M Sell
31,417
-27,627
-47% -$3.47M 0.05% 405
2016
Q4 		$7.32M Sell
59,044
-40,721
-41% -$4.88M 0.07% 169
2016
Q3 		$11.5M Buy
99,765
+35,056
+54% +$4.11M 0.14% 90
2016
Q2 		$7.9M Buy
64,709
+55,259
+585% +$6.34M 0.09% 141
2016
Q1 		$1.06M Buy
9,450
+5,989
+173% +$641K 0.02% 840
2015
Q4 		$374K Sell
3,461
-27,325
-89% -$2.95M 0.01% 1212
2015
Q3 		$3.37M Buy
30,786
+18,084
+142% +$2.09M 0.08% 191
2015
Q2 		$1.62M Buy
12,702
+2,123
+20% +$242K 0.03% 537
2015
Q1 		$1.13M Sell
10,579
-4,521
-30% -$443K 0.03% 459
2014
Q4 		$1.34M Buy
15,100
+7,720
+105% +$648K 0.06% 345
2014
Q3 		$598K Buy
+7,380
New +$601K 0.03% 475
2014
Q1 		– Sell
-25,103
Closed -$1.72M – 1119
2013
Q4 		$1.72M Buy
25,103
+2,003
+9% +$131K 0.09% 233
2013
Q3 		$1.48M Buy
23,100
+15,768
+215% +$1.01M 0.06% 267
2013
Q2 		$466K Buy
+7,332
New +$431K 0.03% 505

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

Paloma Partners's AET Position: Q4 2018 in Review

Paloma Partners sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 13,699 shares — an estimated $2.78M sold.

Paloma Partners first reported a position in AET in Q2 2013 and held it in 19 quarters. The position peaked at $11.5M in Q3 2016. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Paloma Partners reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Paloma Partners sold 13,699 Aetna Inc shares in Q4 2018, an estimated $2.78M.
  • Paloma Partners first reported a position in Aetna Inc in Q2 2013 and held it in 19 quarters.
  • Paloma Partners's Aetna Inc position peaked at $11.5M in Q3 2016.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Paloma Partners's 13F filing for Q4 2018, filed 14 Feb 2019.