SFM
AET

Systematic Financial Management’s Aetna Inc AET Stock Holding History

Systematic Financial Management’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
-2,015
Closed -$409K – 711
2018
Q3 		$409K Sell
2,015
-1,870
-48% -$365K 0.01% 614
2018
Q2 		$713K Sell
3,885
-2,055
-35% -$366K 0.02% 567
2018
Q1 		$1M Sell
5,940
-760
-11% -$137K 0.02% 549
2017
Q4 		$1.21M Sell
6,700
-13,314
-67% -$2.29M 0.02% 509
2017
Q3 		$3.18M Sell
20,014
-1,155
-5% -$180K 0.06% 234
2017
Q2 		$3.21M Sell
21,169
-825
-4% -$117K 0.06% 295
2017
Q1 		$2.81M Sell
21,994
-23,205
-51% -$2.91M 0.05% 302
2016
Q4 		$5.61M Sell
45,199
-167,723
-79% -$20.1M 0.09% 253
2016
Q3 		$24.6M Sell
212,922
-6,577
-3% -$771K 0.34% 82
2016
Q2 		$26.8M Sell
219,499
-73,572
-25% -$8.45M 0.37% 75
2016
Q1 		$32.9M Buy
293,071
+5,224
+2% +$559K 0.41% 71
2015
Q4 		$31.1M Sell
287,847
-7,334
-2% -$793K 0.34% 75
2015
Q3 		$32.3M Buy
295,181
+22,575
+8% +$2.61M 0.34% 77
2015
Q2 		$34.7M Sell
272,606
-41,893
-13% -$4.78M 0.3% 94
2015
Q1 		$33.5M Sell
314,499
-19,917
-6% -$1.95M 0.26% 104
2014
Q4 		$29.7M Sell
334,416
-548,071
-62% -$46M 0.22% 111
2014
Q3 		$71.5M Sell
882,487
-269,390
-23% -$21.9M 0.52% 63
2014
Q2 		$93.4M Sell
1,151,877
-333,938
-22% -$25.3M 0.64% 42
2014
Q1 		$111M Sell
1,485,815
-488,838
-25% -$34.6M 0.76% 35
2013
Q4 		$135M Sell
1,974,653
-23,005
-1% -$1.5M 0.99% 18
2013
Q3 		$128M Buy
1,997,658
+264,005
+15% +$16.9M 1.01% 17
2013
Q2 		$110M Buy
+1,733,653
New +$102M 0.94% 21

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

Systematic Financial Management's AET Position: Q4 2018 in Review

Systematic Financial Management sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 2,015 shares — an estimated $409K sold.

Systematic Financial Management first reported a position in AET in Q2 2013 and held it in 22 quarters. The position peaked at $135M in Q4 2013. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Systematic Financial Management reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Systematic Financial Management sold 2,015 Aetna Inc shares in Q4 2018, an estimated $409K.
  • Systematic Financial Management first reported a position in Aetna Inc in Q2 2013 and held it in 22 quarters.
  • Systematic Financial Management's Aetna Inc position peaked at $135M in Q4 2013.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

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