WTB
AET

Washington Trust Bank’s Aetna Inc AET Stock Holding History

Washington Trust 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
-3,229
Closed -$655K – 694
2018
Q3 		$655K Sell
3,229
-228
-7% -$44.6K 0.1% 112
2018
Q2 		$634K Buy
3,457
+50
+1% +$8.91K 0.09% 117
2018
Q1 		$576K Buy
3,407
+240
+8% +$43.1K 0.08% 120
2017
Q4 		$572K Sell
3,167
-20
-0.6% -$3.44K 0.08% 130
2017
Q3 		$507K Buy
3,187
+93
+3% +$14.5K 0.08% 125
2017
Q2 		$470K Hold
3,094
– – 0.1% 112
2017
Q1 		$395K Sell
3,094
-61
-2% -$7.66K 0.09% 133
2016
Q4 		$391K Buy
3,155
+32
+1% +$3.83K 0.09% 130
2016
Q3 		$361K Buy
3,123
+29
+0.9% +$3.4K 0.09% 132
2016
Q2 		$378K Hold
3,094
– – 0.1% 118
2016
Q1 		$348K Buy
3,094
+20
+0.7% +$2.14K 0.09% 121
2015
Q4 		$332K Hold
3,074
– – 0.07% 146
2015
Q3 		$336K Hold
3,074
– – 0.09% 139
2015
Q2 		$392K Hold
3,074
– – 0.1% 130
2015
Q1 		$327K Sell
3,074
-127
-4% -$12.4K 0.08% 152
2014
Q4 		$284K Buy
3,201
+127
+4% +$10.7K 0.07% 176
2014
Q3 		$249K Hold
3,074
– – 0.08% 184
2014
Q2 		$249K Hold
3,074
– – 0.05% 195
2014
Q1 		$230K Buy
+3,074
New +$218K 0.05% 201

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

Washington Trust Bank's AET Position: Q4 2018 in Review

Washington Trust Bank sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 3,229 shares — an estimated $655K sold.

Washington Trust Bank first reported a position in AET in Q1 2014 and held it in 19 quarters. The position peaked at $655K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Washington Trust Bank reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Washington Trust Bank sold 3,229 Aetna Inc shares in Q4 2018, an estimated $655K.
  • Washington Trust Bank first reported a position in Aetna Inc in Q1 2014 and held it in 19 quarters.
  • Washington Trust Bank's Aetna Inc position peaked at $655K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Washington Trust Bank's 13F filing for Q4 2018, filed 13 Feb 2019.