UBS AM
AET

UBS AM’s Aetna Inc AET Stock Holding History

UBS AM’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
-1,668,728
Closed -$339M – 2870
2018
Q3 		$339M Sell
1,668,728
-81,236
-5% -$15.9M 0.25% 80
2018
Q2 		$321M Sell
1,749,964
-42,650
-2% -$7.6M 0.25% 78
2018
Q1 		$303M Sell
1,792,614
-611,490
-25% -$110M 0.24% 83
2017
Q4 		$434M Sell
2,404,104
-126,134
-5% -$21.7M 0.37% 54
2017
Q3 		$402M Sell
2,530,238
-23,258
-0.9% -$3.63M 0.37% 56
2017
Q2 		$388M Buy
2,553,496
+177,364
+7% +$25.1M 0.38% 52
2017
Q1 		$303M Buy
2,376,132
+537,604
+29% +$67.5M 0.31% 68
2016
Q4 		$228M Sell
1,838,528
-269,803
-13% -$32.3M 0.26% 87
2016
Q3 		$243M Sell
2,108,331
-398,311
-16% -$46.7M 0.26% 80
2016
Q2 		$306M Buy
2,506,642
+1,162
+0% +$133K 0.35% 62
2016
Q1 		$281M Buy
2,505,480
+368,876
+17% +$39.5M 0.33% 66
2015
Q4 		$231M Buy
2,136,604
+77,017
+4% +$8.33M 0.26% 81
2015
Q3 		$225M Buy
2,059,587
+102,045
+5% +$11.8M 0.25% 84
2015
Q2 		$250M Buy
1,957,542
+1,633
+0.1% +$186K 0.24% 94
2015
Q1 		$208M Buy
1,955,909
+500,486
+34% +$49M 0.2% 119
2014
Q4 		$129M Sell
1,455,423
-138,316
-9% -$11.6M 0.12% 189
2014
Q3 		$129M Buy
1,593,739
+164,658
+12% +$13.4M 0.13% 178
2014
Q2 		$116M Buy
1,429,081
+155,936
+12% +$11.8M 0.12% 198
2014
Q1 		$95.4M Buy
1,273,145
+63,114
+5% +$4.47M 0.1% 233
2013
Q4 		$83M Sell
1,210,031
-167,399
-12% -$10.9M 0.09% 240
2013
Q3 		$88.2M Sell
1,377,430
-23,578
-2% -$1.51M 0.11% 213
2013
Q2 		$89M Buy
+1,401,008
New +$82.3M 0.11% 211

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

UBS AM's AET Position: Q4 2018 in Review

UBS AM sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 1,668,728 shares — an estimated $339M sold.

UBS AM first reported a position in AET in Q2 2013 and held it in 22 quarters. The position peaked at $434M in Q4 2017. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • UBS AM reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • UBS AM sold 1,668,728 Aetna Inc shares in Q4 2018, an estimated $339M.
  • UBS AM first reported a position in Aetna Inc in Q2 2013 and held it in 22 quarters.
  • UBS AM's Aetna Inc position peaked at $434M in Q4 2017.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on UBS AM's 13F filing for Q4 2018, filed 13 Feb 2019.