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
-7,000
Closed -$1.42M – 8615
2018
Q3 		$1.42M Hold
7,000
– – ﹤0.01% 3514
2018
Q2 		$1.28M Hold
7,000
– – ﹤0.01% 3562
2018
Q1 		$1.18M Sell
7,000
-35,000
-83% -$6.29M ﹤0.01% 3580
2017
Q4 		$7.58M Buy
42,000
+30,000
+250% +$5.15M ﹤0.01% 1964
2017
Q3 		$1.91M Hold
12,000
– – ﹤0.01% 3168
2017
Q2 		$1.82M Hold
12,000
– – ﹤0.01% 3101
2017
Q1 		$1.53M Sell
12,000
-339,900
-97% -$42.7M ﹤0.01% 3172
2016
Q4 		$43.6M Buy
351,900
+78,000
+28% +$9.34M 0.02% 607
2016
Q3 		$31.6M Buy
273,900
+23,400
+9% +$2.74M 0.02% 706
2016
Q2 		$30.6M Sell
250,500
-1,600
-0.6% -$184K 0.02% 706
2016
Q1 		$28.3M Sell
252,100
-969,500
-79% -$104M 0.02% 696
2015
Q4 		$132M Buy
1,221,600
+1,091,100
+836% +$118M 0.09% 246
2015
Q3 		$14.3M Buy
130,500
+129,400
+11,764% +$14.9M 0.01% 1118
2015
Q2 		$140K Sell
1,100
-9,400
-90% -$1.07M ﹤0.01% 5154
2015
Q1 		$1.12M Buy
10,500
+6,200
+144% +$607K ﹤0.01% 3471
2014
Q4 		$382K Buy
+4,300
New +$361K ﹤0.01% 4432

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.