RCM
AET

Roystone Capital Management’s Aetna Inc AET Stock Holding History

Roystone 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
-543,750
Closed -$110M – 31
2018
Q3 		$110M Buy
543,750
+211,700
+64% +$41.4M 9.17% 1
2018
Q2 		$60.9M Buy
332,050
+57,500
+21% +$10.2M 5.3% 4
2018
Q1 		$46.4M Buy
274,550
+189,500
+223% +$34.1M 4.14% 9
2017
Q4 		$15.3M Buy
+85,050
New +$14.6M 1.5% 21
2016
Q1 		– Sell
-177,300
Closed -$19.2M – 33
2015
Q4 		$19.2M Sell
177,300
-467,200
-72% -$50.5M 1.05% 25
2015
Q3 		$70.5M Buy
+644,500
New +$74.5M 3.37% 13
2014
Q4 		– Sell
-490,000
Closed -$39.7M – 40
2014
Q3 		$39.7M Sell
490,000
-399,900
-45% -$32.5M 1.62% 27
2014
Q2 		$72.2M Buy
889,900
+120,900
+16% +$9.15M 2.81% 18
2014
Q1 		$57.7M Buy
769,000
+276,000
+56% +$19.5M 3.2% 16
2013
Q4 		$33.8M Buy
+493,000
New +$32.2M 2.67% 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

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

Roystone Capital Management sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 543,750 shares — an estimated $110M sold.

Roystone Capital Management first reported a position in AET in Q4 2013 and held it in 10 quarters. The position peaked at $110M in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Roystone Capital Management reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Roystone Capital Management sold 543,750 Aetna Inc shares in Q4 2018, an estimated $110M.
  • Roystone Capital Management first reported a position in Aetna Inc in Q4 2013 and held it in 10 quarters.
  • Roystone Capital Management's Aetna Inc position peaked at $110M in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Roystone Capital Management's 13F filing for Q4 2018, filed 14 Feb 2019.