PIM
AET

Profit Investment Management’s Aetna Inc AET Stock Holding History

Profit Investment Management’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
-1,344
Closed -$272K – 72
2018
Q3 		$272K Buy
1,344
+85
+7% +$16.6K 0.2% 68
2018
Q2 		$231K Hold
1,259
– – 0.18% 70
2018
Q1 		$213K Sell
1,259
-1,631
-56% -$293K 0.18% 71
2017
Q4 		$521K Sell
2,890
-9,300
-76% -$1.6M 0.4% 66
2017
Q3 		$1.94M Hold
12,190
– – 1.69% 17
2017
Q2 		$1.85M Sell
12,190
-723
-6% -$102K 1.67% 17
2017
Q1 		$1.65M Sell
12,913
-816
-6% -$102K 1.34% 31
2016
Q4 		$1.7M Sell
13,729
-99
-0.7% -$11.9K 1.61% 16
2016
Q3 		$1.6M Sell
13,828
-6,233
-31% -$731K 1.58% 21
2016
Q2 		$2.45M Sell
20,061
-12,361
-38% -$1.42M 1.98% 6
2016
Q1 		$3.64M Sell
32,422
-27,021
-45% -$2.89M 1.55% 27
2015
Q4 		$6.43M Sell
59,443
-92,564
-61% -$10M 2.04% 18
2015
Q3 		$16.6M Sell
152,007
-31,952
-17% -$3.69M 2.42% 11
2015
Q2 		$23.4M Sell
183,959
-284,687
-61% -$32.5M 2.71% 3
2015
Q1 		$49.9M Sell
468,646
-3,585
-0.8% -$351K 2.68% 3
2014
Q4 		$41.9M Sell
472,231
-9,685
-2% -$813K 2.1% 14
2014
Q3 		$39M Sell
481,916
-58,244
-11% -$4.74M 2.04% 19
2014
Q2 		$43.8M Sell
540,160
-34,605
-6% -$2.62M 2.1% 16
2014
Q1 		$43.1M Buy
574,765
+28,670
+5% +$2.03M 1.95% 16
2013
Q4 		$37.5M Sell
546,095
-53,510
-9% -$3.49M 1.71% 27
2013
Q3 		$38.4K Sell
599,605
-31,171
-5% -$2M 1.57% 23
2013
Q2 		$40.1M Buy
+630,776
New +$37.1M 1.94% 15

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 $953M AUM 24.79% 1-Year Est. Return

Profit Investment Management's AET Position: Q4 2018 in Review

Profit Investment Management sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 1,344 shares — an estimated $272K sold.

Profit Investment Management first reported a position in AET in Q2 2013 and held it in 22 quarters. The position peaked at $49.9M in Q1 2015. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Profit Investment Management reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Profit Investment Management sold 1,344 Aetna Inc shares in Q4 2018, an estimated $272K.
  • Profit Investment Management first reported a position in Aetna Inc in Q2 2013 and held it in 22 quarters.
  • Profit Investment Management's Aetna Inc position peaked at $49.9M in Q1 2015.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Profit Investment Management's 13F filing for Q4 2018, filed 17 Jan 2019.