Perpetual Ltd’s Aetna Inc AET Stock Holding History

Perpetual Ltd’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	-1,366	Closed	-$277K	–	182
2018 Q3	$277K	Hold	1,366	–	–	0.04%	147
2018 Q2	$251K	Hold	1,366	–	–	0.03%	147
2018 Q1	$231K	Hold	1,366	–	–	0.03%	152
2017 Q4	$248K	Buy	+1,366	New	+$235K	0.03%	153
2016 Q3	–	Sell	-3,500	Closed	-$427K	–	271
2016 Q2	$427K	Hold	3,500	–	–	0.04%	172
2016 Q1	$393K	Buy	+3,500	New	+$375K	0.04%	164

Other funds holding AET

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 Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return

Perpetual Ltd's AET Position: Q4 2018 in Review

Perpetual Ltd sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 1,366 shares — an estimated $277K sold.

Perpetual Ltd first reported a position in AET in Q1 2016 and held it in 6 quarters. The position peaked at $427K in Q2 2016. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

Perpetual Ltd reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
Perpetual Ltd sold 1,366 Aetna Inc shares in Q4 2018, an estimated $277K.
Perpetual Ltd first reported a position in Aetna Inc in Q1 2016 and held it in 6 quarters.
Perpetual Ltd's Aetna Inc position peaked at $427K in Q2 2016.
6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Perpetual Ltd's 13F filing for Q4 2018, filed 8 Feb 2019.