SIM
AET

Sentry Investment Management’s Aetna Inc AET Stock Holding History

Sentry Investment 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
-21,325
Closed -$4.33M – 482
2018
Q3 		$4.33M Hold
21,325
– – 0.26% 98
2018
Q2 		$3.91M Sell
21,325
-2,381
-10% -$424K 0.26% 100
2018
Q1 		$4.01M Sell
23,706
-2,426
-9% -$436K 0.24% 108
2017
Q4 		$4.71M Hold
26,132
– – 0.26% 106
2017
Q3 		$4.16M Hold
26,132
– – 0.16% 116
2017
Q2 		$3.97M Sell
26,132
-814
-3% -$115K 0.16% 119
2017
Q1 		$3.44M Sell
26,946
-694
-3% -$87.1K 0.14% 129
2016
Q4 		$3.43M Buy
27,640
+2,348
+9% +$281K 0.14% 125
2016
Q3 		$2.92M Buy
25,292
+590
+2% +$69.2K 0.13% 138
2016
Q2 		$3.02M Hold
24,702
– – 0.13% 122
2016
Q1 		$2.77M Hold
24,702
– – 0.13% 131
2015
Q4 		$2.67M Buy
24,702
+6,815
+38% +$737K 0.12% 138
2015
Q3 		$1.96M Buy
17,887
+2,500
+16% +$289K 0.1% 163
2015
Q2 		$1.96M Sell
15,387
-7,044
-31% -$804K 0.09% 169
2015
Q1 		$2.39M Buy
22,431
+2,500
+13% +$245K 0.11% 148
2014
Q4 		$1.77M Hold
19,931
– – 0.09% 177
2014
Q3 		$1.61M Buy
19,931
+1,812
+10% +$147K 0.08% 177
2014
Q2 		$1.47M Sell
18,119
-1,329
-7% -$101K 0.08% 201
2014
Q1 		$1.46M Hold
19,448
– – 0.08% 195
2013
Q4 		$1.33M Sell
19,448
-6,300
-24% -$411K 0.07% 201
2013
Q3 		$1.65M Buy
25,748
+8,046
+45% +$516K 0.1% 158
2013
Q2 		$1.13M Buy
+17,702
New +$1.04M 0.07% 148

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

Sentry Investment Management's AET Position: Q4 2018 in Review

Sentry Investment Management sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 21,325 shares — an estimated $4.33M sold.

Sentry Investment Management first reported a position in AET in Q2 2013 and held it in 22 quarters. The position peaked at $4.71M in Q4 2017. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Sentry Investment Management reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Sentry Investment Management sold 21,325 Aetna Inc shares in Q4 2018, an estimated $4.33M.
  • Sentry Investment Management first reported a position in Aetna Inc in Q2 2013 and held it in 22 quarters.
  • Sentry Investment Management's Aetna Inc position peaked at $4.71M in Q4 2017.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Sentry Investment Management's 13F filing for Q4 2018, filed 11 Feb 2019.