SSB
AET

Sandy Spring Bank’s Aetna Inc AET Stock Holding History

Sandy Spring Bank’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
-225
Closed -$46K – 817
2018
Q3 		$46K Sell
225
-537
-70% -$105K ﹤0.01% 472
2018
Q2 		$139K Buy
762
+263
+53% +$46.9K 0.01% 334
2018
Q1 		$84K Hold
499
– – 0.01% 399
2017
Q4 		$90K Sell
499
-9
-2% -$1.55K 0.01% 363
2017
Q3 		$81K Hold
508
– – 0.01% 375
2017
Q2 		$77K Buy
508
+77
+18% +$10.9K 0.01% 400
2017
Q1 		$55K Buy
431
+385
+837% +$48.3K 0.01% 444
2016
Q4 		$6K Buy
+46
New +$5.51K ﹤0.01% 730
2015
Q4 		– Sell
-150
Closed -$16K – 1008
2015
Q3 		$16K Hold
150
– – ﹤0.01% 597
2015
Q2 		$19K Hold
150
– – ﹤0.01% 600
2015
Q1 		$16K Sell
150
-135
-47% -$13.2K ﹤0.01% 619
2014
Q4 		$25K Buy
285
+111
+64% +$9.31K ﹤0.01% 508
2014
Q3 		$14K Hold
174
– – ﹤0.01% 587
2014
Q2 		$14K Hold
174
– – ﹤0.01% 578
2014
Q1 		$13K Buy
+174
New +$12.3K ﹤0.01% 550
2013
Q4 		– Sell
-240
Closed -$15K – 696
2013
Q3 		$15K Hold
240
– – ﹤0.01% 509
2013
Q2 		$15K Buy
+240
New +$14.1K ﹤0.01% 488

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

Sandy Spring Bank's AET Position: Q4 2018 in Review

Sandy Spring Bank sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 225 shares — an estimated $46K sold.

Sandy Spring Bank first reported a position in AET in Q2 2013 and held it in 17 quarters. The position peaked at $139K in Q2 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Sandy Spring Bank reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Sandy Spring Bank sold 225 Aetna Inc shares in Q4 2018, an estimated $46K.
  • Sandy Spring Bank first reported a position in Aetna Inc in Q2 2013 and held it in 17 quarters.
  • Sandy Spring Bank's Aetna Inc position peaked at $139K in Q2 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Sandy Spring Bank's 13F filing for Q4 2018, filed 8 Feb 2019.