WHG
AET

Westwood Holdings Group’s Aetna Inc AET Stock Holding History

Westwood Holdings Group’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
-2,880
Closed -$584K – 427
2018
Q3 		$584K Hold
2,880
– – 0.01% 343
2018
Q2 		$528K Sell
2,880
-21,220
-88% -$3.78M ﹤0.01% 364
2018
Q1 		$4.07M Sell
24,100
-239,947
-91% -$43.1M 0.03% 240
2017
Q4 		$47.6M Sell
264,047
-314,407
-54% -$54M 0.36% 93
2017
Q3 		$92M Sell
578,454
-38,227
-6% -$5.97M 0.73% 38
2017
Q2 		$93.6M Sell
616,681
-49,669
-7% -$7.02M 0.76% 34
2017
Q1 		$85M Buy
666,350
+13,486
+2% +$1.69M 0.69% 47
2016
Q4 		$81M Sell
652,864
-53,232
-8% -$6.37M 0.66% 45
2016
Q3 		$81.5M Sell
706,096
-37,980
-5% -$4.45M 0.69% 42
2016
Q2 		$90.9M Sell
744,076
-29,559
-4% -$3.39M 0.81% 34
2016
Q1 		$86.9M Buy
773,635
+5,814
+0.8% +$622K 0.75% 41
2015
Q4 		$83M Sell
767,821
-26,116
-3% -$2.82M 0.72% 43
2015
Q3 		$86.9M Buy
793,937
+1,329
+0.2% +$154K 0.75% 37
2015
Q2 		$101M Sell
792,608
-244,186
-24% -$27.9M 0.76% 36
2015
Q1 		$110M Buy
1,036,794
+11,752
+1% +$1.15M 0.84% 28
2014
Q4 		$91.1M Buy
1,025,042
+976,367
+2,006% +$81.9M 0.7% 49
2014
Q3 		$3.94M Buy
+48,675
New +$3.96M 0.03% 243

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

Westwood Holdings Group's AET Position: Q4 2018 in Review

Westwood Holdings Group sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 2,880 shares — an estimated $584K sold.

Westwood Holdings Group first reported a position in AET in Q3 2014 and held it in 17 quarters. The position peaked at $110M in Q1 2015. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Westwood Holdings Group reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Westwood Holdings Group sold 2,880 Aetna Inc shares in Q4 2018, an estimated $584K.
  • Westwood Holdings Group first reported a position in Aetna Inc in Q3 2014 and held it in 17 quarters.
  • Westwood Holdings Group's Aetna Inc position peaked at $110M in Q1 2015.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Westwood Holdings Group's 13F filing for Q4 2018, filed 14 Feb 2019.