Stifel Financial
AET

Stifel Financial’s Aetna Inc AET Stock Holding History

Stifel Financial’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
-166,509
Closed -$33.7M – 2902
2018
Q3 		$33.7M Buy
166,509
+19,393
+13% +$3.79M 0.1% 212
2018
Q2 		$26.9M Buy
147,116
+36
+0% +$6.42K 0.08% 237
2018
Q1 		$24.9M Sell
147,080
-6,612
-4% -$1.19M 0.08% 257
2017
Q4 		$27.7M Sell
153,692
-24,772
-14% -$4.26M 0.09% 239
2017
Q3 		$28.3M Sell
178,464
-4,236
-2% -$662K 0.1% 217
2017
Q2 		$27.7M Buy
182,700
+181
+0.1% +$25.6K 0.1% 214
2017
Q1 		$23.3M Sell
182,519
-10,530
-5% -$1.32M 0.09% 234
2016
Q4 		$23.9M Buy
193,049
+14,043
+8% +$1.68M 0.1% 217
2016
Q3 		$20.7M Buy
179,006
+2,048
+1% +$240K 0.09% 234
2016
Q2 		$21.6M Sell
176,958
-4,547
-3% -$522K 0.1% 216
2016
Q1 		$20.4M Sell
181,505
-10,584
-6% -$1.13M 0.11% 203
2015
Q4 		$20.8M Sell
192,089
-3,770
-2% -$408K 0.11% 207
2015
Q3 		$21.4M Buy
195,859
+1,507
+0.8% +$174K 0.12% 195
2015
Q2 		$24.7M Buy
194,352
+4,440
+2% +$507K 0.13% 182
2015
Q1 		$20.2M Sell
189,912
-3,402
-2% -$333K 0.11% 220
2014
Q4 		$17.2M Sell
193,314
-15,506
-7% -$1.3M 0.1% 269
2014
Q3 		$16.9M Buy
208,820
+1,467
+0.7% +$119K 0.15% 169
2014
Q2 		$16.8M Buy
207,353
+4,234
+2% +$320K 0.15% 174
2014
Q1 		$15.2M Buy
+203,119
New +$14.4M 0.15% 180

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

Stifel Financial's AET Position: Q4 2018 in Review

Stifel Financial sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 166,509 shares — an estimated $33.7M sold.

Stifel Financial first reported a position in AET in Q1 2014 and held it in 19 quarters. The position peaked at $33.7M in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Stifel Financial reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Stifel Financial sold 166,509 Aetna Inc shares in Q4 2018, an estimated $33.7M.
  • Stifel Financial first reported a position in Aetna Inc in Q1 2014 and held it in 19 quarters.
  • Stifel Financial's Aetna Inc position peaked at $33.7M in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Stifel Financial's 13F filing for Q4 2018, filed 13 Feb 2019.