WT
AET

Whittier Trust’s Aetna Inc AET Stock Holding History

Whittier Trust’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
-11,951
Closed -$2.42M – 1406
2018
Q3 		$2.42M Hold
11,951
– – 0.08% 207
2018
Q2 		$2.19M Hold
11,951
– – 0.07% 216
2018
Q1 		$2.02M Hold
11,951
– – 0.07% 216
2017
Q4 		$2.16M Buy
11,951
+114
+1% +$19.6K 0.08% 214
2017
Q3 		$1.88M Sell
11,837
-200
-2% -$31.2K 0.07% 220
2017
Q2 		$1.83M Hold
12,037
– – 0.07% 217
2017
Q1 		$1.53M Sell
12,037
-3,024
-20% -$380K 0.06% 229
2016
Q4 		$1.87M Sell
15,061
-68
-0.4% -$8.14K 0.08% 198
2016
Q3 		$1.75M Hold
15,129
– – 0.08% 201
2016
Q2 		$1.85M Hold
15,129
– – 0.08% 191
2016
Q1 		$1.7M Hold
15,129
– – 0.08% 201
2015
Q4 		$1.64M Buy
15,129
+2,945
+24% +$318K 0.07% 204
2015
Q3 		$1.33M Sell
12,184
-24
-0.2% -$2.77K 0.06% 219
2015
Q2 		$1.56M Buy
12,208
+195
+2% +$22.3K 0.07% 215
2015
Q1 		$1.28M Buy
12,013
+64
+0.5% +$6.27K 0.06% 228
2014
Q4 		$1.06M Hold
11,949
– – 0.05% 252
2014
Q3 		$968K Hold
11,949
– – 0.05% 248
2014
Q2 		$969K Hold
11,949
– – 0.05% 259
2014
Q1 		$896K Hold
11,949
– – 0.05% 258
2013
Q4 		$820K Sell
11,949
-4,656
-28% -$304K 0.04% 262
2013
Q3 		$1.06M Hold
16,605
– – 0.06% 230
2013
Q2 		$1.05M Buy
+16,605
New +$975K 0.06% 209

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's AET Position: Q4 2018 in Review

Whittier Trust sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 11,951 shares — an estimated $2.42M sold.

Whittier Trust first reported a position in AET in Q2 2013 and held it in 22 quarters. The position peaked at $2.42M in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Whittier Trust reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Whittier Trust sold 11,951 Aetna Inc shares in Q4 2018, an estimated $2.42M.
  • Whittier Trust first reported a position in Aetna Inc in Q2 2013 and held it in 22 quarters.
  • Whittier Trust's Aetna Inc position peaked at $2.42M in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

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