ST
AET

Smithfield Trust’s Aetna Inc AET Stock Holding History

Smithfield Trust’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
-94
Closed -$19K – 1018
2018
Q3 		$19K Hold
94
– – ﹤0.01% 651
2018
Q2 		$17K Sell
94
-42
-31% -$7.49K ﹤0.01% 672
2018
Q1 		$23K Sell
136
-185
-58% -$33.2K ﹤0.01% 619
2017
Q4 		$58K Buy
321
+43
+15% +$7.39K 0.01% 510
2017
Q3 		$45K Hold
278
– – 0.01% 534
2017
Q2 		$42K Sell
278
-31
-10% -$4.38K 0.01% 552
2017
Q1 		$39K Sell
309
-353
-53% -$44.3K 0.01% 562
2016
Q4 		$82K Hold
662
– – 0.01% 437
2016
Q3 		$76K Hold
662
– – 0.01% 440
2016
Q2 		$80K Sell
662
-2,398
-78% -$275K 0.02% 425
2016
Q1 		$344K Hold
3,060
– – 0.07% 174
2015
Q4 		$331K Buy
3,060
+140
+5% +$15.1K 0.07% 177
2015
Q3 		$319K Sell
2,920
-88
-3% -$10.2K 0.07% 181
2015
Q2 		$383K Buy
3,008
+230
+8% +$26.3K 0.08% 171
2015
Q1 		$296K Sell
2,778
-11
-0.4% -$1.08K 0.06% 234
2014
Q4 		$248K Buy
2,789
+64
+2% +$5.37K 0.05% 265
2014
Q3 		$221K Sell
2,725
-3,034
-53% -$247K 0.04% 291
2014
Q2 		$467K Sell
5,759
-190
-3% -$14.4K 0.09% 176
2014
Q1 		$446K Buy
5,949
+667
+13% +$47.2K 0.09% 185
2013
Q4 		$363K Sell
5,282
-400
-7% -$26.1K 0.07% 216
2013
Q3 		$364K Buy
5,682
+160
+3% +$10.3K 0.08% 209
2013
Q2 		$351K Buy
+5,522
New +$324K 0.08% 207

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

Smithfield Trust's AET Position: Q4 2018 in Review

Smithfield Trust sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 94 shares — an estimated $19K sold.

Smithfield Trust first reported a position in AET in Q2 2013 and held it in 22 quarters. The position peaked at $467K in Q2 2014. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Smithfield Trust reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Smithfield Trust sold 94 Aetna Inc shares in Q4 2018, an estimated $19K.
  • Smithfield Trust first reported a position in Aetna Inc in Q2 2013 and held it in 22 quarters.
  • Smithfield Trust's Aetna Inc position peaked at $467K in Q2 2014.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Smithfield Trust's 13F filing for Q4 2018, filed 4 Feb 2019.