RFA
AET

Reilly Financial Advisors’s Aetna Inc AET Stock Holding History

Reilly Financial Advisors’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
-62,768
Closed -$12.7M – 1073
2018
Q3 		$12.7M Sell
62,768
-738
-1% -$144K 1.69% 18
2018
Q2 		$11.7M Sell
63,506
-1,480
-2% -$264K 1.65% 16
2018
Q1 		$11M Buy
64,986
+1,107
+2% +$199K 1.53% 27
2017
Q4 		$11.5M Sell
63,879
-8,277
-11% -$1.42M 1.64% 17
2017
Q3 		$11.5M Sell
72,156
-687
-0.9% -$107K 1.72% 18
2017
Q2 		$11.1M Sell
72,843
-4,242
-6% -$600K 1.69% 18
2017
Q1 		$9.83M Buy
77,085
+1,370
+2% +$172K 1.58% 33
2016
Q4 		$9.39M Sell
75,715
-24,739
-25% -$2.96M 1.62% 29
2016
Q3 		$11.6M Buy
100,454
+262
+0.3% +$30.7K 2.06% 11
2016
Q2 		$12.2M Sell
100,192
-468
-0.5% -$53.7K 2.25% 7
2016
Q1 		$11.3M Buy
100,660
+1,547
+2% +$166K 1.93% 9
2015
Q4 		$10.7M Sell
99,113
-686
-0.7% -$74.2K 1.89% 11
2015
Q3 		$10.9M Buy
99,799
+287
+0.3% +$33.2K 1.98% 6
2015
Q2 		$12.7M Sell
99,512
-13,793
-12% -$1.57M 2.19% 2
2015
Q1 		$12.1M Buy
113,305
+300
+0.3% +$29.4K 2.13% 3
2014
Q4 		$10M Sell
113,005
-7,401
-6% -$621K 2.4% 8
2014
Q3 		$9.75M Buy
120,406
+3,902
+3% +$318K 2.35% 8
2014
Q2 		$9.56M Buy
116,504
+3,522
+3% +$267K 2.27% 12
2014
Q1 		$8.47M Buy
112,982
+10,907
+11% +$772K 2.02% 18
2013
Q4 		$7M Buy
+102,075
New +$6.66M 1.72% 29

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

Reilly Financial Advisors's AET Position: Q4 2018 in Review

Reilly Financial Advisors sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 62,768 shares — an estimated $12.7M sold.

Reilly Financial Advisors first reported a position in AET in Q4 2013 and held it in 20 quarters. The position peaked at $12.7M in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Reilly Financial Advisors reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Reilly Financial Advisors sold 62,768 Aetna Inc shares in Q4 2018, an estimated $12.7M.
  • Reilly Financial Advisors first reported a position in Aetna Inc in Q4 2013 and held it in 20 quarters.
  • Reilly Financial Advisors's Aetna Inc position peaked at $12.7M in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Reilly Financial Advisors's 13F filing for Q4 2018, filed 29 Jan 2019.