UC
AET

Unio Capital’s Aetna Inc AET Stock Holding History

Unio Capital’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
-3,700
Closed -$751K – 79
2018
Q3 		$751K Hold
3,700
– – 0.49% 31
2018
Q2 		$679K Sell
3,700
-75
-2% -$13.4K 0.51% 29
2018
Q1 		$638K Sell
3,775
-60
-2% -$10.8K 0.53% 30
2017
Q4 		$692K Buy
+3,835
New +$659K 0.58% 30

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

Unio Capital's AET Position: Q4 2018 in Review

Unio Capital sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 3,700 shares — an estimated $751K sold.

Unio Capital first reported a position in AET in Q4 2017 and held it in 4 quarters. The position peaked at $751K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Unio Capital reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Unio Capital sold 3,700 Aetna Inc shares in Q4 2018, an estimated $751K.
  • Unio Capital first reported a position in Aetna Inc in Q4 2017 and held it in 4 quarters.
  • Unio Capital's Aetna Inc position peaked at $751K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

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