PWPCM
AET

Perella Weinberg Partners Capital Management’s Aetna Inc AET Stock Holding History

Perella Weinberg Partners Capital 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
-138,684
Closed -$28.1M – 233
2018
Q3 		$28.1M Buy
138,684
+17,317
+14% +$3.38M 1.3% 22
2018
Q2 		$22.3M Buy
121,367
+4,510
+4% +$804K 0.99% 34
2018
Q1 		$19.7M Buy
116,857
+32,355
+38% +$5.81M 0.89% 35
2017
Q4 		$15.2M Buy
+84,502
New +$14.5M 1.46% 16
2014
Q4 		– Sell
-116,953
Closed -$9.47M – 145
2014
Q3 		$9.47M Sell
116,953
-43,440
-27% -$3.53M 1.06% 29
2014
Q2 		$13M Buy
160,393
+51,220
+47% +$3.88M 0.98% 22
2014
Q1 		$8.18M Sell
109,173
-213,830
-66% -$15.1M 1.08% 24
2013
Q4 		$22.2M Buy
+323,003
New +$21.1M 2.73% 12

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

Perella Weinberg Partners Capital Management's AET Position: Q4 2018 in Review

Perella Weinberg Partners Capital Management sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 138,684 shares — an estimated $28.1M sold.

Perella Weinberg Partners Capital Management first reported a position in AET in Q4 2013 and held it in 8 quarters. The position peaked at $28.1M in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Perella Weinberg Partners Capital Management reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Perella Weinberg Partners Capital Management sold 138,684 Aetna Inc shares in Q4 2018, an estimated $28.1M.
  • Perella Weinberg Partners Capital Management first reported a position in Aetna Inc in Q4 2013 and held it in 8 quarters.
  • Perella Weinberg Partners Capital Management's Aetna Inc position peaked at $28.1M in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Perella Weinberg Partners Capital Management's 13F filing for Q4 2018, filed 29 Jan 2019.