SGH
AET

Sivik Global Healthcare’s Aetna Inc AET Stock Holding History

Sivik Global Healthcare’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
-35,000
Closed -$7.1M – 65
2018
Q3 		$7.1M Buy
+35,000
New +$6.84M 2.53% 12
2018
Q1 		– Sell
-20,000
Closed -$3.61M – 75
2017
Q4 		$3.61M Sell
20,000
-35,000
-64% -$6.01M 1.34% 32
2017
Q3 		$8.75M Buy
55,000
+10,000
+22% +$1.56M 2.98% 2
2017
Q2 		$6.83M Sell
45,000
-9,900
-18% -$1.4M 2.5% 10
2017
Q1 		$7M Sell
54,900
-5,100
-9% -$640K 3.26% 6
2016
Q4 		$7.44M Buy
60,000
+20,000
+50% +$2.39M 3.55% 4
2016
Q3 		$4.62M Buy
40,000
+10,000
+33% +$1.17M 2.33% 23
2016
Q2 		$3.66M Sell
30,000
-65,000
-68% -$7.46M 1.82% 24
2016
Q1 		$10.7M Buy
95,000
+45,000
+90% +$4.82M 4.72% 1
2015
Q4 		$5.41M Sell
50,000
-30,000
-38% -$3.24M 2.57% 11
2015
Q3 		$8.75M Buy
80,000
+10,300
+15% +$1.19M 4.25% 4
2015
Q2 		$8.88M Buy
69,700
+19,700
+39% +$2.25M 3.08% 8
2015
Q1 		$5.33M Buy
+50,000
New +$4.9M 1.81% 19
2014
Q2 		– Sell
-44,650
Closed -$3.35M – 82
2014
Q1 		$3.35M Buy
44,650
+4,650
+12% +$329K 2.09% 13
2013
Q4 		$2.74M Buy
+40,000
New +$2.61M 1.95% 25

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

Sivik Global Healthcare's AET Position: Q4 2018 in Review

Sivik Global Healthcare sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 35,000 shares — an estimated $7.1M sold.

Sivik Global Healthcare first reported a position in AET in Q4 2013 and held it in 15 quarters. The position peaked at $10.7M in Q1 2016. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Sivik Global Healthcare reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Sivik Global Healthcare sold 35,000 Aetna Inc shares in Q4 2018, an estimated $7.1M.
  • Sivik Global Healthcare first reported a position in Aetna Inc in Q4 2013 and held it in 15 quarters.
  • Sivik Global Healthcare's Aetna Inc position peaked at $10.7M in Q1 2016.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Sivik Global Healthcare's 13F filing for Q4 2018, filed 12 Feb 2019.