SI
AET

Scharf Investments’s Aetna Inc AET Stock Holding History

Scharf Investments’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
-170,178
Closed -$34.5M – 51
2018
Q3 		$34.5M Buy
170,178
+162,328
+2,068% +$31.7M 1.2% 26
2018
Q2 		$1.44M Buy
+7,850
New +$1.4M 0.05% 31

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

Scharf Investments's AET Position: Q4 2018 in Review

Scharf Investments sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 170,178 shares — an estimated $34.5M sold.

Scharf Investments first reported a position in AET in Q2 2018 and held it in 2 quarters. The position peaked at $34.5M in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Scharf Investments reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Scharf Investments sold 170,178 Aetna Inc shares in Q4 2018, an estimated $34.5M.
  • Scharf Investments first reported a position in Aetna Inc in Q2 2018 and held it in 2 quarters.
  • Scharf Investments's Aetna Inc position peaked at $34.5M in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Scharf Investments's 13F filing for Q4 2018, filed 13 Feb 2019.