Principal Financial Group
AET

Principal Financial Group’s Aetna Inc AET Stock Holding History

Principal Financial Group’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
-509,433
Closed -$103M – 2385
2018
Q3 		$103M Buy
509,433
+5,873
+1% +$1.15M 0.09% 252
2018
Q2 		$92.4M Buy
503,560
+2,481
+0.5% +$442K 0.08% 259
2018
Q1 		$84.7M Sell
501,079
-89,832
-15% -$16.1M 0.08% 275
2017
Q4 		$107M Buy
590,911
+69,395
+13% +$11.9M 0.1% 251
2017
Q3 		$82.9M Sell
521,516
-433,641
-45% -$67.7M 0.08% 298
2017
Q2 		$145M Buy
955,157
+179,096
+23% +$25.3M 0.15% 177
2017
Q1 		$99M Sell
776,061
-40,823
-5% -$5.13M 0.12% 185
2016
Q4 		$101M Sell
816,884
-44,656
-5% -$5.35M 0.13% 173
2016
Q3 		$99.5M Buy
861,540
+4,479
+0.5% +$525K 0.13% 166
2016
Q2 		$105M Buy
857,061
+146,775
+21% +$16.9M 0.15% 163
2016
Q1 		$79.8M Sell
710,286
-232,763
-25% -$24.9M 0.12% 199
2015
Q4 		$102M Sell
943,049
-244,084
-21% -$26.4M 0.15% 171
2015
Q3 		$130M Sell
1,187,133
-168,014
-12% -$19.4M 0.2% 135
2015
Q2 		$173M Sell
1,355,147
-86,480
-6% -$9.87M 0.26% 107
2015
Q1 		$154M Sell
1,441,627
-70,343
-5% -$6.89M 0.23% 125
2014
Q4 		$134M Sell
1,511,970
-6,738
-0.4% -$565K 0.21% 133
2014
Q3 		$123M Buy
1,518,708
+48,098
+3% +$3.91M 0.21% 130
2014
Q2 		$119M Buy
1,470,610
+3,640
+0.2% +$275K 0.2% 132
2014
Q1 		$110M Sell
1,466,970
-489,379
-25% -$34.6M 0.2% 133
2013
Q4 		$134M Buy
1,956,349
+72,555
+4% +$4.73M 0.25% 95
2013
Q3 		$121M Buy
1,883,794
+717,605
+62% +$46M 0.25% 98
2013
Q2 		$74.1M Buy
+1,166,189
New +$68.5M 0.16% 164

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

Principal Financial Group's AET Position: Q4 2018 in Review

Principal Financial Group sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 509,433 shares — an estimated $103M sold.

Principal Financial Group first reported a position in AET in Q2 2013 and held it in 22 quarters. The position peaked at $173M in Q2 2015. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Principal Financial Group reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Principal Financial Group sold 509,433 Aetna Inc shares in Q4 2018, an estimated $103M.
  • Principal Financial Group first reported a position in Aetna Inc in Q2 2013 and held it in 22 quarters.
  • Principal Financial Group's Aetna Inc position peaked at $173M in Q2 2015.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Principal Financial Group's 13F filing for Q4 2018, filed 14 Feb 2019.