Sun Life Financial’s Aetna Inc AET Stock Holding History

Sun Life 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	-899	Closed	-$182K	–	641
2018 Q3	$182K	Buy	899 +12	+1%	+$2.35K	0.03%	244
2018 Q2	$163K	Buy	887 +635	+252%	+$113K	0.02%	259
2018 Q1	$1.49K	Sell	252 -462	-65%	-$83K	0.01%	252
2017 Q4	$129K	Sell	714 -1,734	-71%	-$298K	0.01%	177
2017 Q3	$389K	Buy	2,448 +31	+1%	+$4.84K	0.04%	161
2017 Q2	$367K	Buy	2,417 +2,393	+9,971%	+$338K	0.04%	155
2017 Q1	$190	Buy	24 +1	+4%	+$126	﹤0.01%	278
2016 Q4	$189	Buy	+23	New	+$2.75K	﹤0.01%	228

Other funds holding AET

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 Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return

Sun Life Financial's AET Position: Q4 2018 in Review

Sun Life Financial sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 899 shares — an estimated $182K sold.

Sun Life Financial first reported a position in AET in Q4 2016 and held it in 8 quarters. The position peaked at $389K in Q3 2017. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

Sun Life Financial reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
Sun Life Financial sold 899 Aetna Inc shares in Q4 2018, an estimated $182K.
Sun Life Financial first reported a position in Aetna Inc in Q4 2016 and held it in 8 quarters.
Sun Life Financial's Aetna Inc position peaked at $389K in Q3 2017.
6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Sun Life Financial's 13F filing for Q4 2018, filed 6 Feb 2019.