PFM
AET

Parsec Financial Management’s Aetna Inc AET Stock Holding History

Parsec Financial 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
-1,574
Closed -$319K – 245
2018
Q3 		$319K Sell
1,574
-1,000
-39% -$195K 0.02% 199
2018
Q2 		$472K Sell
2,574
-169
-6% -$30.1K 0.03% 178
2018
Q1 		$464K Hold
2,743
– – 0.03% 183
2017
Q4 		$495K Buy
2,743
+969
+55% +$166K 0.03% 183
2017
Q3 		$282K Sell
1,774
-225
-11% -$35.1K 0.02% 206
2017
Q2 		$303K Hold
1,999
– – 0.02% 171
2017
Q1 		$255K Hold
1,999
– – 0.02% 178
2016
Q4 		$248K Hold
1,999
– – 0.02% 186
2016
Q3 		$231K Sell
1,999
-135,539
-99% -$15.9M 0.02% 184
2016
Q2 		$16.8M Sell
137,538
-10,271
-7% -$1.18M 1.61% 17
2016
Q1 		$16.6M Sell
147,809
-8,702
-6% -$931K 1.65% 14
2015
Q4 		$16.9M Sell
156,511
-9,645
-6% -$1.04M 1.76% 14
2015
Q3 		$18.2M Sell
166,156
-4,123
-2% -$476K 1.98% 11
2015
Q2 		$21.7M Sell
170,279
-1,984
-1% -$227K 2.18% 8
2015
Q1 		$18.4M Buy
172,263
+9,008
+6% +$882K 1.85% 12
2014
Q4 		$14.5M Buy
+163,255
New +$13.7M 1.52% 23

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

Parsec Financial Management's AET Position: Q4 2018 in Review

Parsec Financial Management sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 1,574 shares — an estimated $319K sold.

Parsec Financial Management first reported a position in AET in Q4 2014 and held it in 16 quarters. The position peaked at $21.7M in Q2 2015. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Parsec Financial Management reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Parsec Financial Management sold 1,574 Aetna Inc shares in Q4 2018, an estimated $319K.
  • Parsec Financial Management first reported a position in Aetna Inc in Q4 2014 and held it in 16 quarters.
  • Parsec Financial Management's Aetna Inc position peaked at $21.7M in Q2 2015.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Parsec Financial Management's 13F filing for Q4 2018, filed 29 Jan 2019.