SCM
AET

Shelton Capital Management’s Aetna Inc AET Stock Holding History

Shelton 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
-2,784
Closed -$565K – 932
2018
Q3 		$565K Sell
2,784
-84
-3% -$16.4K 0.03% 333
2018
Q2 		$526K Sell
2,868
-1,700
-37% -$303K 0.03% 337
2018
Q1 		$772K Sell
4,568
-100
-2% -$18K 0.05% 267
2017
Q4 		$842K Sell
4,668
-15,900
-77% -$2.73M 0.05% 260
2017
Q3 		$3.27M Buy
20,568
+15,743
+326% +$2.46M 0.22% 108
2017
Q2 		$733K Sell
4,825
-100
-2% -$14.1K 0.05% 276
2017
Q1 		$628K Sell
4,925
-12,100
-71% -$1.52M 0.04% 309
2016
Q4 		$2.11M Sell
17,025
-3,615
-18% -$433K 0.16% 125
2016
Q3 		$2.38M Sell
20,640
-100
-0.5% -$11.7K 0.2% 96
2016
Q2 		$2.53M Sell
20,740
-6,900
-25% -$792K 0.22% 87
2016
Q1 		$3.1M Hold
27,640
– – 0.28% 77
2015
Q4 		$2.99M Buy
27,640
+1,145
+4% +$124K 0.29% 72
2015
Q3 		$2.9M Sell
26,495
-3,000
-10% -$347K 0.32% 66
2015
Q2 		$3.76M Sell
29,495
-5,130
-15% -$586K 0.39% 50
2015
Q1 		$3.69M Sell
34,625
-1,100
-3% -$108K 0.4% 48
2014
Q4 		$3.17M Buy
35,725
+4,300
+14% +$361K 0.37% 56
2014
Q3 		$2.54M Buy
31,425
+700
+2% +$57K 0.34% 65
2014
Q2 		$2.49M Buy
30,725
+1,800
+6% +$136K 0.35% 62
2014
Q1 		$2.17M Buy
28,925
+5,100
+21% +$361K 0.32% 70
2013
Q4 		$1.63M Hold
23,825
– – 0.25% 85
2013
Q3 		$1.52M Hold
23,825
– – 0.26% 86
2013
Q2 		$1.51M Buy
+23,825
New +$1.4M 0.28% 82

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

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

Shelton Capital Management sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 2,784 shares — an estimated $565K sold.

Shelton Capital Management first reported a position in AET in Q2 2013 and held it in 22 quarters. The position peaked at $3.76M in Q2 2015. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Shelton Capital Management reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Shelton Capital Management sold 2,784 Aetna Inc shares in Q4 2018, an estimated $565K.
  • Shelton Capital Management first reported a position in Aetna Inc in Q2 2013 and held it in 22 quarters.
  • Shelton Capital Management's Aetna Inc position peaked at $3.76M in Q2 2015.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Shelton Capital Management's 13F filing for Q4 2018, filed 31 Jan 2019.