SPC
AET

Stewart & Patten Company’s Aetna Inc AET Stock Holding History

Stewart & Patten Company’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
-3,600
Closed -$730K – 94
2018
Q3 		$730K Sell
3,600
-400
-10% -$78.2K 0.13% 58
2018
Q2 		$734K Sell
4,000
-400
-9% -$71.3K 0.14% 58
2018
Q1 		$744K Sell
4,400
-400
-8% -$71.9K 0.14% 53
2017
Q4 		$866K Sell
4,800
-150
-3% -$25.8K 0.15% 52
2017
Q3 		$787K Hold
4,950
– – 0.14% 50
2017
Q2 		$752K Hold
4,950
– – 0.14% 52
2017
Q1 		$631K Sell
4,950
-400
-7% -$50.2K 0.12% 53
2016
Q4 		$663K Sell
5,350
-3,600
-40% -$431K 0.13% 53
2016
Q3 		$1.03M Hold
8,950
– – 0.2% 45
2016
Q2 		$1.09M Sell
8,950
-400
-4% -$45.9K 0.21% 41
2016
Q1 		$1.05M Sell
9,350
-350
-4% -$37.5K 0.21% 42
2015
Q4 		$1.05M Sell
9,700
-100
-1% -$10.8K 0.22% 44
2015
Q3 		$1.07M Sell
9,800
-280
-3% -$32.3K 0.24% 43
2015
Q2 		$1.28M Sell
10,080
-100
-1% -$11.4K 0.27% 38
2015
Q1 		$1.08M Sell
10,180
-620
-6% -$60.7K 0.22% 44
2014
Q4 		$959K Sell
10,800
-300
-3% -$25.2K 0.19% 47
2014
Q3 		$899K Hold
11,100
– – 0.18% 48
2014
Q2 		$900K Buy
11,100
+800
+8% +$60.5K 0.18% 48
2014
Q1 		$772K Sell
10,300
-1,100
-10% -$77.8K 0.16% 53
2013
Q4 		$782K Sell
11,400
-200
-2% -$13.1K 0.16% 52
2013
Q3 		$743K Sell
11,600
-1,000
-8% -$64.1K 0.16% 52
2013
Q2 		$801K Buy
+12,600
New +$740K 0.17% 52

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

Stewart & Patten Company's AET Position: Q4 2018 in Review

Stewart & Patten Company sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 3,600 shares — an estimated $730K sold.

Stewart & Patten Company first reported a position in AET in Q2 2013 and held it in 22 quarters. The position peaked at $1.28M in Q2 2015. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Stewart & Patten Company reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Stewart & Patten Company sold 3,600 Aetna Inc shares in Q4 2018, an estimated $730K.
  • Stewart & Patten Company first reported a position in Aetna Inc in Q2 2013 and held it in 22 quarters.
  • Stewart & Patten Company's Aetna Inc position peaked at $1.28M in Q2 2015.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Stewart & Patten Company's 13F filing for Q4 2018, filed 17 Jan 2019.