SC
AET

Savant Capital’s Aetna Inc AET Stock Holding History

Savant 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
-2,686
Closed -$545K – 301
2018
Q3 		$545K Sell
2,686
-145
-5% -$28.3K 0.1% 154
2018
Q2 		$519K Sell
2,831
-3
-0.1% -$535 0.11% 142
2018
Q1 		$479K Buy
2,834
+203
+8% +$36.5K 0.1% 152
2017
Q4 		$475K Buy
2,631
+60
+2% +$10.3K 0.1% 158
2017
Q3 		$409K Hold
2,571
– – 0.09% 163
2017
Q2 		$390K Sell
2,571
-70
-3% -$9.89K 0.09% 165
2017
Q1 		$337K Sell
2,641
-170
-6% -$21.3K 0.08% 182
2016
Q4 		$349K Hold
2,811
– – 0.09% 175
2016
Q3 		$325K Sell
2,811
-10
-0.4% -$1.17K 0.09% 173
2016
Q2 		$345K Hold
2,821
– – 0.1% 160
2016
Q1 		$317K Buy
2,821
+140
+5% +$15K 0.1% 158
2015
Q4 		$290K Sell
2,681
-122
-4% -$13.2K 0.09% 171
2015
Q3 		$307K Buy
2,803
+11
+0.4% +$1.27K 0.11% 151
2015
Q2 		$356K Hold
2,792
– – 0.12% 142
2015
Q1 		$297K Sell
2,792
-40
-1% -$3.92K 0.11% 162
2014
Q4 		$252K Buy
2,832
+172
+6% +$14.4K 0.1% 180
2014
Q3 		$215K Hold
2,660
– – 0.09% 191
2014
Q2 		$216K Sell
2,660
-25
-0.9% -$1.89K 0.09% 178
2014
Q1 		$201K Buy
+2,685
New +$190K 0.09% 178
2013
Q4 		– Sell
-3,211
Closed -$206K – 168
2013
Q3 		$206K Sell
3,211
-88
-3% -$5.64K 0.11% 147
2013
Q2 		$210K Buy
+3,299
New +$194K 0.12% 141

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

Savant Capital's AET Position: Q4 2018 in Review

Savant Capital sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 2,686 shares — an estimated $545K sold.

Savant Capital first reported a position in AET in Q2 2013 and held it in 21 quarters. The position peaked at $545K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Savant Capital reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Savant Capital sold 2,686 Aetna Inc shares in Q4 2018, an estimated $545K.
  • Savant Capital first reported a position in Aetna Inc in Q2 2013 and held it in 21 quarters.
  • Savant Capital's Aetna Inc position peaked at $545K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Savant Capital's 13F filing for Q4 2018, filed 5 Feb 2019.