Westchester Capital Management (New York)’s Aetna Inc AET Stock Holding History

Westchester Capital Management (New York)’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	-798,372	Closed	-$162M	–	147
2018 Q3	$162M	Buy	798,372 +190,921	+31%	+$37.3M	6.16%	5
2018 Q2	$111M	Buy	607,451 +53,072	+10%	+$9.46M	4.43%	6
2018 Q1	$93.7M	Buy	554,379 +162,705	+42%	+$29.2M	3.65%	8
2017 Q4	$70.7M	Buy	+391,674	New	+$67.3M	2.76%	11

Other funds holding AET

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 Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

Westchester Capital Management (New York)'s AET Position: Q4 2018 in Review

Westchester Capital Management (New York) sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 798,372 shares — an estimated $162M sold.

Westchester Capital Management (New York) first reported a position in AET in Q4 2017 and held it in 4 quarters. The position peaked at $162M in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

Westchester Capital Management (New York) reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
Westchester Capital Management (New York) sold 798,372 Aetna Inc shares in Q4 2018, an estimated $162M.
Westchester Capital Management (New York) first reported a position in Aetna Inc in Q4 2017 and held it in 4 quarters.
Westchester Capital Management (New York)'s Aetna Inc position peaked at $162M in Q3 2018.
6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Westchester Capital Management (New York)'s 13F filing for Q4 2018, filed 14 Feb 2019.