PA
AET

Pinnacle Associates’s Aetna Inc AET Stock Holding History

Pinnacle Associates’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
-1,817
Closed -$369K – 738
2018
Q3 		$369K Sell
1,817
-305
-14% -$59.6K 0.01% 568
2018
Q2 		$389K Sell
2,122
-24
-1% -$4.28K 0.01% 547
2018
Q1 		$363K Sell
2,146
-212
-9% -$38.1K 0.01% 544
2017
Q4 		$425K Sell
2,358
-179
-7% -$30.8K 0.01% 519
2017
Q3 		$403K Buy
2,537
+123
+5% +$19.2K 0.01% 530
2017
Q2 		$367K Sell
2,414
-30
-1% -$4.24K 0.01% 544
2017
Q1 		$312K Sell
2,444
-235
-9% -$29.5K 0.01% 556
2016
Q4 		$332K Sell
2,679
-4
-0.1% -$479 0.01% 539
2016
Q3 		$310K Sell
2,683
-2,899
-52% -$340K 0.01% 535
2016
Q2 		$682K Buy
5,582
+410
+8% +$47.1K 0.01% 431
2016
Q1 		$581K Buy
5,172
+126
+2% +$13.5K 0.01% 434
2015
Q4 		$546K Buy
+5,046
New +$545K 0.01% 447
2015
Q3 		– Sell
-2,266
Closed -$289K – 685
2015
Q2 		$289K Buy
+2,266
New +$259K 0.01% 551

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

Pinnacle Associates's AET Position: Q4 2018 in Review

Pinnacle Associates sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 1,817 shares — an estimated $369K sold.

Pinnacle Associates first reported a position in AET in Q2 2015 and held it in 13 quarters. The position peaked at $682K in Q2 2016. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Pinnacle Associates reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Pinnacle Associates sold 1,817 Aetna Inc shares in Q4 2018, an estimated $369K.
  • Pinnacle Associates first reported a position in Aetna Inc in Q2 2015 and held it in 13 quarters.
  • Pinnacle Associates's Aetna Inc position peaked at $682K in Q2 2016.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Pinnacle Associates's 13F filing for Q4 2018, filed 5 Feb 2019.