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
Q1 		– Sell
-18,600
Closed -$3.35M – 2420
2017
Q4 		$3.35M Sell
18,600
-300
-2% -$51.5K 0.05% 441
2017
Q3 		$3.01M Sell
18,900
-2,200
-10% -$344K 0.04% 491
2017
Q2 		$3.2M Buy
21,100
+12,000
+132% +$1.7M 0.04% 489
2017
Q1 		$1.16M Buy
+9,100
New +$1.14M 0.01% 1150
2016
Q4 		– Sell
-432,300
Closed -$49.9M – 2245
2016
Q3 		$49.9M Buy
+432,300
New +$50.7M 0.62% 25
2016
Q2 		– Sell
-16,500
Closed -$1.85M – 2436
2016
Q1 		$1.85M Buy
+16,500
New +$1.77M 0.03% 527
2015
Q3 		– Sell
-241,500
Closed -$30.8M – 2113
2015
Q2 		$30.8M Buy
241,500
+161,900
+203% +$18.5M 0.59% 26
2015
Q1 		$8.48M Buy
79,600
+50,000
+169% +$4.9M 0.24% 75
2014
Q4 		$2.63M Buy
+29,600
New +$2.48M 0.11% 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 $953M AUM 24.79% 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.