VCM
AET

Violich Capital Management’s Aetna Inc AET Stock Holding History

Violich Capital Management’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
-71,237
Closed -$14.4M – 116
2018
Q3 		$14.4M Buy
71,237
+1,280
+2% +$250K 3.3% 8
2018
Q2 		$12.8M Sell
69,957
-73
-0.1% -$13K 3.23% 8
2018
Q1 		$11.8M Sell
70,030
-300
-0.4% -$53.9K 3.17% 9
2017
Q4 		$12.7M Sell
70,330
-45
-0.1% -$7.73K 3.23% 10
2017
Q3 		$11.2M Buy
70,375
+299
+0.4% +$46.7K 3.05% 11
2017
Q2 		$10.6M Sell
70,076
-150
-0.2% -$21.2K 3.11% 11
2017
Q1 		$8.96M Buy
70,226
+100
+0.1% +$12.6K 2.71% 13
2016
Q4 		$8.5M Buy
70,126
+2,776
+4% +$332K 2.61% 13
2016
Q3 		$7.78M Sell
67,350
-600
-0.9% -$70.3K 2.72% 11
2016
Q2 		$8.3M Sell
67,950
-200
-0.3% -$23K 2.62% 11
2016
Q1 		$7.66M Sell
68,150
-1,250
-2% -$134K 2.46% 11
2015
Q4 		$7.5M Sell
69,400
-500
-0.7% -$54K 2.49% 11
2015
Q3 		$7.65M Sell
69,900
-600
-0.9% -$69.3K 2.68% 9
2015
Q2 		$8.99M Sell
70,500
-100
-0.1% -$11.4K 2.93% 9
2015
Q1 		$7.52M Buy
70,600
+300
+0.4% +$29.4K 2.44% 10
2014
Q4 		$6.25M Hold
70,300
– – 1.99% 14
2014
Q3 		$5.69M Buy
70,300
+2,275
+3% +$185K 1.85% 16
2014
Q2 		$5.51M Buy
68,025
+1,675
+3% +$127K 1.84% 21
2014
Q1 		$4.97M Buy
66,350
+1,450
+2% +$103K 1.73% 20
2013
Q4 		$4.45M Buy
64,900
+58,170
+864% +$3.8M 1.6% 23
2013
Q3 		$431K Buy
6,730
+1,950
+41% +$125K 0.17% 72
2013
Q2 		$304K Buy
+4,780
New +$281K 0.12% 83

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

Violich Capital Management's AET Position: Q4 2018 in Review

Violich Capital Management sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 71,237 shares — an estimated $14.4M sold.

Violich Capital Management first reported a position in AET in Q2 2013 and held it in 22 quarters. The position peaked at $14.4M in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Violich Capital Management reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Violich Capital Management sold 71,237 Aetna Inc shares in Q4 2018, an estimated $14.4M.
  • Violich Capital Management first reported a position in Aetna Inc in Q2 2013 and held it in 22 quarters.
  • Violich Capital Management's Aetna Inc position peaked at $14.4M in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Violich Capital Management's 13F filing for Q4 2018, filed 12 Feb 2019.