PCA
AET

Personal Capital Advisors’s Aetna Inc AET Stock Holding History

Personal Capital Advisors’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
-197,269
Closed -$40M – 328
2018
Q3 		$40M Buy
197,269
+7,092
+4% +$1.39M 0.51% 40
2018
Q2 		$34.9M Buy
190,177
+11,313
+6% +$2.02M 0.49% 44
2018
Q1 		$30.2M Sell
178,864
-5,865
-3% -$1.05M 0.47% 51
2017
Q4 		$33.3M Buy
184,729
+8,869
+5% +$1.52M 0.57% 39
2017
Q3 		$28M Buy
175,860
+6,755
+4% +$1.06M 0.54% 43
2017
Q2 		$25.7M Buy
169,105
+7,668
+5% +$1.08M 0.56% 44
2017
Q1 		$20.3M Sell
161,437
-44,484
-22% -$5.59M 0.51% 56
2016
Q4 		$25.5M Buy
205,921
+19,757
+11% +$2.37M 0.76% 30
2016
Q3 		$21.4M Buy
186,164
+18,419
+11% +$2.16M 0.72% 36
2016
Q2 		$20.5M Buy
167,745
+18,577
+12% +$2.13M 0.79% 28
2016
Q1 		$16.8M Buy
149,168
+23,197
+18% +$2.48M 0.77% 35
2015
Q4 		$13.6M Buy
125,971
+7,556
+6% +$817K 0.75% 42
2015
Q3 		$13M Buy
118,415
+10,877
+10% +$1.26M 0.85% 20
2015
Q2 		$13.8M Sell
107,538
-5,160
-5% -$589K 0.95% 15
2015
Q1 		$12M Buy
112,698
+14,439
+15% +$1.41M 0.97% 16
2014
Q4 		$8.73M Buy
98,259
+16,241
+20% +$1.36M 0.89% 18
2014
Q3 		$6.64M Buy
82,018
+15,090
+23% +$1.23M 0.85% 24
2014
Q2 		$5.43M Buy
66,928
+14,815
+28% +$1.12M 0.9% 24
2014
Q1 		$3.91M Buy
52,113
+11,341
+28% +$803K 0.88% 27
2013
Q4 		$2.8M Buy
+40,772
New +$2.66M 0.89% 36

Other funds holding AET

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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 $59.5B AUM 35.96% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

Personal Capital Advisors's AET Position: Q4 2018 in Review

Personal Capital Advisors sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 197,269 shares — an estimated $40M sold.

Personal Capital Advisors first reported a position in AET in Q4 2013 and held it in 20 quarters. The position peaked at $40M in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Personal Capital Advisors reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Personal Capital Advisors sold 197,269 Aetna Inc shares in Q4 2018, an estimated $40M.
  • Personal Capital Advisors first reported a position in Aetna Inc in Q4 2013 and held it in 20 quarters.
  • Personal Capital Advisors's Aetna Inc position peaked at $40M in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Personal Capital Advisors's 13F filing for Q4 2018, filed 16 Jan 2019.