PTC
AET

Private Trust Company’s Aetna Inc AET Stock Holding History

Private Trust Company’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
-3,509
Closed -$711K – 381
2018
Q3 		$711K Sell
3,509
-52
-1% -$10.2K 0.15% 169
2018
Q2 		$653K Sell
3,561
-162
-4% -$28.9K 0.14% 177
2018
Q1 		$629K Sell
3,723
-2,026
-35% -$364K 0.14% 188
2017
Q4 		$1.04M Buy
5,749
+777
+16% +$134K 0.22% 110
2017
Q3 		$790K Sell
4,972
-1,108
-18% -$173K 0.17% 150
2017
Q2 		$923K Buy
6,080
+244
+4% +$34.5K 0.2% 123
2017
Q1 		$744K Buy
+5,836
New +$733K 0.17% 149
2014
Q4 		– Sell
-126
Closed -$10K – 1446
2014
Q3 		$10K Sell
126
-104
-45% -$8.46K ﹤0.01% 1126
2014
Q2 		$19K Buy
230
+52
+29% +$3.94K 0.01% 854
2014
Q1 		$13K Sell
178
-17
-9% -$1.2K ﹤0.01% 882
2013
Q4 		$13K Sell
195
-209
-52% -$13.6K 0.01% 863
2013
Q3 		$26K Buy
404
+19
+5% +$1.22K 0.01% 592
2013
Q2 		$24K Buy
+385
New +$22.6K 0.01% 589

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

Private Trust Company's AET Position: Q4 2018 in Review

Private Trust Company sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 3,509 shares — an estimated $711K sold.

Private Trust Company first reported a position in AET in Q2 2013 and held it in 13 quarters. The position peaked at $1.04M in Q4 2017. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Private Trust Company reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Private Trust Company sold 3,509 Aetna Inc shares in Q4 2018, an estimated $711K.
  • Private Trust Company first reported a position in Aetna Inc in Q2 2013 and held it in 13 quarters.
  • Private Trust Company's Aetna Inc position peaked at $1.04M in Q4 2017.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Private Trust Company's 13F filing for Q4 2018, filed 3 Jan 2019.