Rockefeller Capital Management
AET

Rockefeller Capital Management’s Aetna Inc AET Stock Holding History

Rockefeller Capital 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
-3,145
Closed -$638K – 934
2018
Q3 		$638K Sell
3,145
-528
-14% -$103K 0.01% 258
2018
Q2 		$675K Buy
3,673
+253
+7% +$45.1K 0.01% 242
2018
Q1 		$578K Buy
+3,420
New +$615K 0.01% 256

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

Rockefeller Capital Management's AET Position: Q4 2018 in Review

Rockefeller Capital Management sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 3,145 shares — an estimated $638K sold.

Rockefeller Capital Management first reported a position in AET in Q1 2018 and held it in 3 quarters. The position peaked at $675K in Q2 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Rockefeller Capital Management reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Rockefeller Capital Management sold 3,145 Aetna Inc shares in Q4 2018, an estimated $638K.
  • Rockefeller Capital Management first reported a position in Aetna Inc in Q1 2018 and held it in 3 quarters.
  • Rockefeller Capital Management's Aetna Inc position peaked at $675K in Q2 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Rockefeller Capital Management's 13F filing for Q4 2018, filed 12 Feb 2019.