RJT
AET

Raymond James Trust’s Aetna Inc AET Stock Holding History

Raymond James Trust’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
-6,634
Closed -$1.35M – 917
2018
Q3 		$1.35M Buy
6,634
+121
+2% +$23.6K 0.08% 235
2018
Q2 		$1.2M Buy
6,513
+407
+7% +$72.5K 0.07% 243
2018
Q1 		$1.03M Sell
6,106
-520
-8% -$93.4K 0.07% 236
2017
Q4 		$1.2M Sell
6,626
-220
-3% -$37.8K 0.08% 229
2017
Q3 		$1.09M Buy
6,846
+269
+4% +$42K 0.08% 229
2017
Q2 		$999K Sell
6,577
-64
-1% -$9.05K 0.07% 239
2017
Q1 		$847K Buy
6,641
+514
+8% +$64.5K 0.06% 267
2016
Q4 		$760K Sell
6,127
-156
-2% -$18.7K 0.06% 274
2016
Q3 		$726K Sell
6,283
-405
-6% -$47.5K 0.06% 275
2016
Q2 		$817K Buy
6,688
+28
+0.4% +$3.21K 0.07% 245
2016
Q1 		$748K Sell
6,660
-1,506
-18% -$161K 0.07% 256
2015
Q4 		$883K Buy
8,166
+823
+11% +$89K 0.08% 227
2015
Q3 		$803K Buy
7,343
+305
+4% +$35.2K 0.09% 217
2015
Q2 		$897K Sell
7,038
-20
-0.3% -$2.28K 0.1% 208
2015
Q1 		$751K Buy
7,058
+343
+5% +$33.6K 0.08% 244
2014
Q4 		$596K Buy
6,715
+8
+0.1% +$671 0.06% 282
2014
Q3 		$543K Buy
6,707
+293
+5% +$23.8K 0.06% 283
2014
Q2 		$520K Buy
6,414
+207
+3% +$15.7K 0.06% 295
2014
Q1 		$465K Buy
6,207
+1,500
+32% +$106K 0.06% 304
2013
Q4 		$323K Buy
4,707
+22
+0.5% +$1.44K 0.04% 376
2013
Q3 		$300K Sell
4,685
-57
-1% -$3.65K 0.05% 362
2013
Q2 		$302K Buy
+4,742
New +$279K 0.05% 330

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

Raymond James Trust's AET Position: Q4 2018 in Review

Raymond James Trust sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 6,634 shares — an estimated $1.35M sold.

Raymond James Trust first reported a position in AET in Q2 2013 and held it in 22 quarters. The position peaked at $1.35M in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Raymond James Trust reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Raymond James Trust sold 6,634 Aetna Inc shares in Q4 2018, an estimated $1.35M.
  • Raymond James Trust first reported a position in Aetna Inc in Q2 2013 and held it in 22 quarters.
  • Raymond James Trust's Aetna Inc position peaked at $1.35M in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Raymond James Trust's 13F filing for Q4 2018, filed 29 Jan 2019.