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
-34,800
Closed -$7.06M – 8613
2018
Q3 		$7.06M Buy
34,800
+15,400
+79% +$3.01M ﹤0.01% 2060
2018
Q2 		$3.56M Buy
19,400
+12,800
+194% +$2.28M ﹤0.01% 2638
2018
Q1 		$1.11M Sell
6,600
-33,400
-84% -$6M ﹤0.01% 3625
2017
Q4 		$7.22M Buy
40,000
+17,500
+78% +$3.01M ﹤0.01% 2001
2017
Q3 		$3.58M Buy
+22,500
New +$3.51M ﹤0.01% 2548
2017
Q1 		– Sell
-498,300
Closed -$61.8M – 8235
2016
Q4 		$61.8M Buy
498,300
+451,800
+972% +$54.1M 0.03% 456
2016
Q3 		$5.37M Buy
+46,500
New +$5.45M ﹤0.01% 1956
2016
Q1 		– Sell
-5,000
Closed -$541K – 8520
2015
Q4 		$541K Sell
5,000
-500
-9% -$54K ﹤0.01% 3881
2015
Q3 		$602K Sell
5,500
-200
-4% -$23.1K ﹤0.01% 3739
2015
Q2 		$727K Sell
5,700
-200
-3% -$22.8K ﹤0.01% 3823
2015
Q1 		$629K Sell
5,900
-5,400
-48% -$529K ﹤0.01% 3946
2014
Q4 		$1M Buy
+11,300
New +$948K ﹤0.01% 3563

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.