SI
AET

Stephens Inc’s Aetna Inc AET Stock Holding History

Stephens Inc’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
-8,586
Closed -$1.74M – 1230
2018
Q3 		$1.74M Buy
8,586
+143
+2% +$27.9K 0.04% 430
2018
Q2 		$1.55M Buy
8,443
+179
+2% +$31.9K 0.05% 382
2018
Q1 		$1.4M Buy
8,264
+917
+12% +$165K 0.05% 337
2017
Q4 		$1.32M Sell
7,347
-904
-11% -$155K 0.05% 327
2017
Q3 		$1.31M Buy
8,251
+255
+3% +$39.8K 0.05% 335
2017
Q2 		$1.21M Buy
7,996
+427
+6% +$60.4K 0.04% 387
2017
Q1 		$965K Buy
7,569
+1,997
+36% +$251K 0.04% 428
2016
Q4 		$691K Buy
5,572
+1,076
+24% +$129K 0.03% 437
2016
Q3 		$519K Buy
4,496
+1,429
+47% +$167K 0.02% 497
2016
Q2 		$375K Buy
3,067
+797
+35% +$91.5K 0.02% 550
2016
Q1 		$255K Sell
2,270
-227
-9% -$24.3K 0.01% 587
2015
Q4 		$270K Sell
2,497
-1,914
-43% -$207K 0.01% 567
2015
Q3 		$483K Buy
4,411
+954
+28% +$110K 0.03% 460
2015
Q2 		$441K Buy
3,457
+142
+4% +$16.2K 0.02% 530
2015
Q1 		$353K Buy
3,315
+400
+14% +$39.2K 0.02% 576
2014
Q4 		$259K Sell
2,915
-6,460
-69% -$542K 0.01% 646
2014
Q3 		$759K Buy
+9,375
New +$763K 0.04% 388
2014
Q1 		– Sell
-8,724
Closed -$598K – 937
2013
Q4 		$598K Buy
+8,724
New +$569K 0.03% 461

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

Stephens Inc's AET Position: Q4 2018 in Review

Stephens Inc sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 8,586 shares — an estimated $1.74M sold.

Stephens Inc first reported a position in AET in Q4 2013 and held it in 18 quarters. The position peaked at $1.74M in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Stephens Inc reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Stephens Inc sold 8,586 Aetna Inc shares in Q4 2018, an estimated $1.74M.
  • Stephens Inc first reported a position in Aetna Inc in Q4 2013 and held it in 18 quarters.
  • Stephens Inc's Aetna Inc position peaked at $1.74M in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Stephens Inc's 13F filing for Q4 2018, filed 11 Feb 2019.