UBS Group
AET

UBS Group’s Aetna Inc AET Stock Holding History

UBS Group’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
-599,827
Closed -$122M – 8614
2018
Q3 		$122M Sell
599,827
-125,575
-17% -$24.5M 0.05% 351
2018
Q2 		$133M Buy
725,402
+214,831
+42% +$38.3M 0.06% 319
2018
Q1 		$86.3M Sell
510,571
-343,435
-40% -$61.7M 0.04% 426
2017
Q4 		$154M Buy
854,006
+329,626
+63% +$56.6M 0.06% 299
2017
Q3 		$83.4M Sell
524,380
-136,838
-21% -$21.4M 0.04% 424
2017
Q2 		$100M Buy
661,218
+238,176
+56% +$33.7M 0.05% 359
2017
Q1 		$54M Sell
423,042
-100,570
-19% -$12.6M 0.03% 521
2016
Q4 		$64.9M Sell
523,612
-79,589
-13% -$9.53M 0.04% 441
2016
Q3 		$69.6M Sell
603,201
-66,435
-10% -$7.79M 0.04% 419
2016
Q2 		$81.8M Buy
669,636
+257,807
+63% +$29.6M 0.05% 355
2016
Q1 		$46.3M Sell
411,829
-695,137
-63% -$74.4M 0.03% 495
2015
Q4 		$120M Buy
1,106,966
+706,697
+177% +$76.4M 0.08% 258
2015
Q3 		$43.8M Buy
400,269
+7,303
+2% +$844K 0.03% 517
2015
Q2 		$50.1M Sell
392,966
-357,256
-48% -$40.8M 0.03% 518
2015
Q1 		$79.9M Buy
750,222
+123,230
+20% +$12.1M 0.06% 364
2014
Q4 		$55.7M Buy
+626,992
New +$52.6M 0.04% 489

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 Group's AET Position: Q4 2018 in Review

UBS Group sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 599,827 shares — an estimated $122M sold.

UBS Group first reported a position in AET in Q4 2014 and held it in 16 quarters. The position peaked at $154M in Q4 2017. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • UBS Group reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • UBS Group sold 599,827 Aetna Inc shares in Q4 2018, an estimated $122M.
  • UBS Group first reported a position in Aetna Inc in Q4 2014 and held it in 16 quarters.
  • UBS Group's Aetna Inc position peaked at $154M in Q4 2017.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on UBS Group's 13F filing for Q4 2018, filed 14 Feb 2019.