UB
AET

UMB Bank’s Aetna Inc AET Stock Holding History

UMB Bank’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
-7,289
Closed -$1.48M – 359
2018
Q3 		$1.48M Sell
7,289
-18
-0.2% -$3.52K 0.04% 188
2018
Q2 		$1.34M Buy
7,307
+40
+0.6% +$7.13K 0.04% 198
2018
Q1 		$1.23M Hold
7,267
– – 0.04% 200
2017
Q4 		$1.31M Sell
7,267
-366
-5% -$62.9K 0.04% 193
2017
Q3 		$1.21M Buy
7,633
+32
+0.4% +$5K 0.04% 193
2017
Q2 		$1.15M Buy
7,601
+74
+1% +$10.5K 0.04% 192
2017
Q1 		$960K Sell
7,527
-103
-1% -$12.9K 0.03% 195
2016
Q4 		$946K Sell
7,630
-3,091
-29% -$370K 0.03% 197
2016
Q3 		$1.24M Hold
10,721
– – 0.05% 186
2016
Q2 		$1.31M Sell
10,721
-800
-7% -$91.9K 0.06% 182
2016
Q1 		$1.29M Hold
11,521
– – 0.06% 179
2015
Q4 		$1.25M Buy
11,521
+350
+3% +$37.8K 0.05% 185
2015
Q3 		$1.22M Sell
11,171
-100
-0.9% -$11.6K 0.07% 150
2015
Q2 		$1.44K Hold
11,271
– – 0.07% 159
2015
Q1 		$1.2K Sell
11,271
-75
-0.7% -$7.35K 0.05% 169
2014
Q4 		$1.01M Buy
11,346
+595
+6% +$49.9K 0.05% 177
2014
Q3 		$871 Sell
10,751
-806
-7% -$65.6K 0.04% 174
2014
Q2 		$937K Sell
11,557
-1,167
-9% -$88.3K 0.04% 174
2014
Q1 		$954K Sell
12,724
-150
-1% -$10.6K 0.05% 169
2013
Q4 		$883 Sell
12,874
-165
-1% -$10.8K 0.05% 170
2013
Q3 		$835 Sell
13,039
-1,555
-11% -$99.7K 0.05% 174
2013
Q2 		$928 Buy
+14,594
New +$857K 0.05% 165

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

UMB Bank's AET Position: Q4 2018 in Review

UMB Bank sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 7,289 shares — an estimated $1.48M sold.

UMB Bank first reported a position in AET in Q2 2013 and held it in 22 quarters. The position peaked at $1.48M in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • UMB Bank reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • UMB Bank sold 7,289 Aetna Inc shares in Q4 2018, an estimated $1.48M.
  • UMB Bank first reported a position in Aetna Inc in Q2 2013 and held it in 22 quarters.
  • UMB Bank's Aetna Inc position peaked at $1.48M in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on UMB Bank's 13F filing for Q4 2018, filed 24 Jan 2019.