WTC
AET

WhitTier Trust Company’s Aetna Inc AET Stock Holding History

WhitTier Trust Company’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
-4,110
Closed -$834K – 1097
2018
Q3 		$834K Sell
4,110
-222
-5% -$43.4K 0.06% 207
2018
Q2 		$795K Buy
4,332
+917
+27% +$163K 0.06% 211
2018
Q1 		$577K Hold
3,415
– – 0.05% 247
2017
Q4 		$616K Hold
3,415
– – 0.05% 234
2017
Q3 		$543K Hold
3,415
– – 0.05% 242
2017
Q2 		$518K Hold
3,415
– – 0.05% 249
2017
Q1 		$436K Hold
3,415
– – 0.04% 265
2016
Q4 		$423K Sell
3,415
-100
-3% -$12K 0.04% 250
2016
Q3 		$406K Hold
3,515
– – 0.05% 255
2016
Q2 		$429K Hold
3,515
– – 0.05% 251
2016
Q1 		$395K Hold
3,515
– – 0.05% 255
2015
Q4 		$380K Hold
3,515
– – 0.04% 266
2015
Q3 		$385K Hold
3,515
– – 0.05% 265
2015
Q2 		$448K Hold
3,515
– – 0.05% 263
2015
Q1 		$374K Hold
3,515
– – 0.04% 289
2014
Q4 		$312K Hold
3,515
– – 0.03% 307
2014
Q3 		$285K Hold
3,515
– – 0.03% 301
2014
Q2 		$285K Hold
3,515
– – 0.03% 295
2014
Q1 		$264K Hold
3,515
– – 0.03% 302
2013
Q4 		$241K Hold
3,515
– – 0.03% 310
2013
Q3 		$225K Hold
3,515
– – 0.03% 306
2013
Q2 		$223K Buy
+3,515
New +$206K 0.03% 293

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

WhitTier Trust Company's AET Position: Q4 2018 in Review

WhitTier Trust Company sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 4,110 shares — an estimated $834K sold.

WhitTier Trust Company first reported a position in AET in Q2 2013 and held it in 22 quarters. The position peaked at $834K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • WhitTier Trust Company reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • WhitTier Trust Company sold 4,110 Aetna Inc shares in Q4 2018, an estimated $834K.
  • WhitTier Trust Company first reported a position in Aetna Inc in Q2 2013 and held it in 22 quarters.
  • WhitTier Trust Company's Aetna Inc position peaked at $834K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on WhitTier Trust Company's 13F filing for Q4 2018, filed 7 Feb 2019.