TCOV
AET

Trust Company of Vermont’s Aetna Inc AET Stock Holding History

Trust Company of Vermont’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
-3,554
Closed -$721K – 1056
2018
Q3 		$721K Buy
3,554
+100
+3% +$19.5K 0.06% 195
2018
Q2 		$634K Buy
3,454
+4
+0.1% +$713 0.06% 208
2018
Q1 		$583K Hold
3,450
– – 0.06% 207
2017
Q4 		$622K Sell
3,450
-234
-6% -$40.2K 0.06% 203
2017
Q3 		$586K Hold
3,684
– – 0.06% 206
2017
Q2 		$559K Buy
3,684
+1,114
+43% +$157K 0.06% 212
2017
Q1 		$328K Sell
2,570
-515
-17% -$64.7K 0.04% 256
2016
Q4 		$382K Buy
3,085
+865
+39% +$104K 0.04% 233
2016
Q3 		$256K Sell
2,220
-40
-2% -$4.69K 0.03% 245
2016
Q2 		$276K Hold
2,260
– – 0.04% 223
2016
Q1 		$254K Hold
2,260
– – 0.04% 224
2015
Q4 		$244K Hold
2,260
– – 0.04% 225
2015
Q3 		$247K Buy
2,260
+25
+1% +$2.89K 0.04% 220
2015
Q2 		$285K Buy
2,235
+15
+0.7% +$1.71K 0.04% 213
2015
Q1 		$237K Hold
2,220
– – 0.03% 222
2014
Q4 		$197K Hold
2,220
– – 0.03% 232
2014
Q3 		$180K Hold
2,220
– – 0.03% 234
2014
Q2 		$180K Hold
2,220
– – 0.03% 229
2014
Q1 		$166K Hold
2,220
– – 0.03% 240
2013
Q4 		$152K Hold
2,220
– – 0.03% 248
2013
Q3 		$142K Hold
2,220
– – 0.03% 246
2013
Q2 		$141K Buy
+2,220
New +$130K 0.03% 240

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

Trust Company of Vermont's AET Position: Q4 2018 in Review

Trust Company of Vermont sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 3,554 shares — an estimated $721K sold.

Trust Company of Vermont first reported a position in AET in Q2 2013 and held it in 22 quarters. The position peaked at $721K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Trust Company of Vermont reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Trust Company of Vermont sold 3,554 Aetna Inc shares in Q4 2018, an estimated $721K.
  • Trust Company of Vermont first reported a position in Aetna Inc in Q2 2013 and held it in 22 quarters.
  • Trust Company of Vermont's Aetna Inc position peaked at $721K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Trust Company of Vermont's 13F filing for Q4 2018, filed 30 Jan 2019.