WC
AET

Whitney & Co’s Aetna Inc AET Stock Holding History

Whitney & Co’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
-60,859
Closed -$12.7M – 537
2018
Q3 		$12.7M Sell
60,859
-3,428
-5% -$670K 3.07% 3
2018
Q2 		$11.8M Buy
64,287
+1,258
+2% +$224K 3.15% 2
2018
Q1 		$10.7M Buy
63,029
+1,977
+3% +$355K 3.05% 2
2017
Q4 		$11M Sell
61,052
-1,258
-2% -$216K 3.19% 2
2017
Q3 		$9.46M Hold
62,310
– – 3.17% 2
2017
Q2 		$9.46M Sell
62,310
-930
-1% -$131K 3.1% 2
2017
Q1 		$8.07M Sell
63,240
-310
-0.5% -$38.9K 2.93% 3
2016
Q4 		$7.88M Sell
63,550
-120
-0.2% -$14.4K 2.97% 3
2016
Q3 		$7.35M Buy
63,670
+2,219
+4% +$260K 2.94% 3
2016
Q2 		$7.5M Sell
61,451
-639
-1% -$73.4K 3.05% 3
2016
Q1 		$6.98M Buy
62,090
+735
+1% +$78.6K 2.99% 4
2015
Q4 		$6.63M Buy
61,355
+435
+0.7% +$47K 2.9% 3
2015
Q3 		$6.67M Buy
60,920
+4,415
+8% +$510K 3.02% 3
2015
Q2 		$7.2M Buy
56,505
+1,025
+2% +$117K 3.14% 2
2015
Q1 		$5.91M Buy
55,480
+1,430
+3% +$140K 2.65% 5
2014
Q4 		$4.8M Buy
54,050
+3,250
+6% +$273K 2.15% 8
2014
Q3 		$4.12M Sell
50,800
-750
-1% -$61K 1.9% 10
2014
Q2 		$4.18M Buy
51,550
+1,750
+4% +$132K 1.93% 12
2014
Q1 		$3.73M Buy
49,800
+850
+2% +$60.2K 1.88% 15
2013
Q4 		$3.36M Buy
48,950
+7,425
+18% +$485K 1.85% 19
2013
Q3 		$2.66M Buy
41,525
+4,075
+11% +$261K 1.86% 18
2013
Q2 		$2.38M Buy
+37,450
New +$2.2M 1.74% 27

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

Whitney & Co's AET Position: Q4 2018 in Review

Whitney & Co sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 60,859 shares — an estimated $12.7M sold.

Whitney & Co first reported a position in AET in Q2 2013 and held it in 22 quarters. The position peaked at $12.7M in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Whitney & Co reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Whitney & Co sold 60,859 Aetna Inc shares in Q4 2018, an estimated $12.7M.
  • Whitney & Co first reported a position in Aetna Inc in Q2 2013 and held it in 22 quarters.
  • Whitney & Co's Aetna Inc position peaked at $12.7M in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.