VIM
AET

Vista Investment Management’s Aetna Inc AET Stock Holding History

Vista Investment 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
-7,246
Closed -$1.47M – 147
2018
Q3 		$1.47M Sell
7,246
-65
-0.9% -$12.7K 1.3% 22
2018
Q2 		$1.34M Sell
7,311
-40
-0.5% -$7.13K 1.31% 20
2018
Q1 		$1.24M Sell
7,351
-85
-1% -$15.3K 1.3% 23
2017
Q4 		$1.34M Buy
+7,436
New +$1.28M 1.4% 19

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 $953M AUM 24.79% 1-Year Est. Return

Vista Investment Management's AET Position: Q4 2018 in Review

Vista Investment Management sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 7,246 shares — an estimated $1.47M sold.

Vista Investment Management first reported a position in AET in Q4 2017 and held it in 4 quarters. The position peaked at $1.47M in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Vista Investment Management reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Vista Investment Management sold 7,246 Aetna Inc shares in Q4 2018, an estimated $1.47M.
  • Vista Investment Management first reported a position in Aetna Inc in Q4 2017 and held it in 4 quarters.
  • Vista Investment Management's Aetna Inc position peaked at $1.47M in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Vista Investment Management's 13F filing for Q4 2018, filed 15 Feb 2019.