RC
AET

RegentAtlantic Capital’s Aetna Inc AET Stock Holding History

RegentAtlantic Capital’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
-83,602
Closed -$17M – 444
2018
Q3 		$17M Sell
83,602
-3,502
-4% -$684K 1.3% 12
2018
Q2 		$16M Sell
87,104
-1,874
-2% -$334K 1.38% 11
2018
Q1 		$15M Buy
88,978
+2,077
+2% +$373K 1.26% 12
2017
Q4 		$15.7M Sell
86,901
-8,444
-9% -$1.45M 1.28% 11
2017
Q3 		$15.2M Sell
95,345
-2,988
-3% -$467K 1.31% 9
2017
Q2 		$14.9M Sell
98,333
-12,870
-12% -$1.82M 1.36% 8
2017
Q1 		$14.2M Sell
111,203
-5,993
-5% -$752K 1.32% 9
2016
Q4 		$14.5M Sell
117,196
-2,616
-2% -$313K 1.42% 9
2016
Q3 		$13.8M Buy
119,812
+52
+0% +$6.09K 1.43% 9
2016
Q2 		$14.6M Sell
119,760
-1,527
-1% -$175K 1.41% 11
2016
Q1 		$13.6M Sell
121,287
-1,685
-1% -$180K 1.5% 10
2015
Q4 		$13.3M Sell
122,972
-2,709
-2% -$293K 1.42% 11
2015
Q3 		$13.8M Sell
125,681
-15,385
-11% -$1.78M 1.32% 10
2015
Q2 		$18M Sell
141,066
-8,869
-6% -$1.01M 1.6% 7
2015
Q1 		$16M Sell
149,935
-5,532
-4% -$542K 1.4% 8
2014
Q4 		$13.8M Buy
155,467
+1,638
+1% +$137K 1.17% 13
2014
Q3 		$12.5M Sell
153,829
-1,714
-1% -$139K 1.17% 15
2014
Q2 		$12.6M Sell
155,543
-1,014
-0.6% -$76.7K 1.17% 17
2014
Q1 		$11.7M Sell
156,557
-5,240
-3% -$371K 1.14% 15
2013
Q4 		$11.1M Buy
161,797
+1,120
+0.7% +$73.1K 1.07% 16
2013
Q3 		$10.3M Buy
160,677
+756
+0.5% +$48.5K 1.12% 17
2013
Q2 		$10.2M Buy
+159,921
New +$9.39M 1.21% 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 $830M AUM 21.8% 1-Year Est. Return

RegentAtlantic Capital's AET Position: Q4 2018 in Review

RegentAtlantic Capital sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 83,602 shares — an estimated $17M sold.

RegentAtlantic Capital first reported a position in AET in Q2 2013 and held it in 22 quarters. The position peaked at $18M in Q2 2015. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • RegentAtlantic Capital reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • RegentAtlantic Capital sold 83,602 Aetna Inc shares in Q4 2018, an estimated $17M.
  • RegentAtlantic Capital first reported a position in Aetna Inc in Q2 2013 and held it in 22 quarters.
  • RegentAtlantic Capital's Aetna Inc position peaked at $18M in Q2 2015.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on RegentAtlantic Capital's 13F filing for Q4 2018, filed 30 Jan 2019.