PGFC
AET

Peapack-Gladstone Financial Corp’s Aetna Inc AET Stock Holding History

Peapack-Gladstone Financial Corp’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
-1,705
Closed -$346K – 355
2018
Q3 		$346K Buy
1,705
+166
+11% +$32.4K 0.02% 272
2018
Q2 		$282K Sell
1,539
-28
-2% -$4.99K 0.01% 293
2018
Q1 		$265K Buy
1,567
+102
+7% +$18.3K 0.01% 301
2017
Q4 		$264K Buy
1,465
+40
+3% +$6.87K 0.01% 297
2017
Q3 		$227K Hold
1,425
– – 0.01% 310
2017
Q2 		$216K Buy
+1,425
New +$201K 0.01% 317
2016
Q4 		– Sell
-2,935
Closed -$339K – 332
2016
Q3 		$339K Hold
2,935
– – 0.02% 253
2016
Q2 		$358K Sell
2,935
-400
-12% -$45.9K 0.02% 239
2016
Q1 		$375K Hold
3,335
– – 0.03% 233
2015
Q4 		$361K Hold
3,335
– – 0.03% 246
2015
Q3 		$365K Hold
3,335
– – 0.03% 233
2015
Q2 		$425K Buy
3,335
+26
+0.8% +$2.97K 0.03% 223
2015
Q1 		$353K Buy
3,309
+88
+3% +$8.62K 0.02% 258
2014
Q4 		$286K Buy
+3,221
New +$270K 0.02% 264

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

Peapack-Gladstone Financial Corp's AET Position: Q4 2018 in Review

Peapack-Gladstone Financial Corp sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 1,705 shares — an estimated $346K sold.

Peapack-Gladstone Financial Corp first reported a position in AET in Q4 2014 and held it in 14 quarters. The position peaked at $425K in Q2 2015. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Peapack-Gladstone Financial Corp reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Peapack-Gladstone Financial Corp sold 1,705 Aetna Inc shares in Q4 2018, an estimated $346K.
  • Peapack-Gladstone Financial Corp first reported a position in Aetna Inc in Q4 2014 and held it in 14 quarters.
  • Peapack-Gladstone Financial Corp's Aetna Inc position peaked at $425K in Q2 2015.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q4 2018, filed 14 Feb 2019.