WAM
AET

World Asset Management’s Aetna Inc AET Stock Holding History

World Asset Management’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
-21,622
Closed -$4.39M – 1257
2018
Q3 		$4.39M Sell
21,622
-196
-0.9% -$38.3K 0.21% 94
2018
Q2 		$4M Buy
21,818
+640
+3% +$114K 0.19% 103
2018
Q1 		$3.58M Sell
21,178
-7,479
-26% -$1.34M 0.17% 135
2017
Q4 		$5.17M Sell
28,657
-2,717
-9% -$467K 0.17% 122
2017
Q3 		$4.99M Sell
31,374
-312
-1% -$48.7K 0.17% 132
2017
Q2 		$4.81M Sell
31,686
-6,608
-17% -$934K 0.17% 132
2017
Q1 		$4.88M Buy
38,294
+4,298
+13% +$540K 0.16% 144
2016
Q4 		$4.22M Sell
33,996
-2,745
-7% -$329K 0.16% 145
2016
Q3 		$4.24M Buy
36,741
+666
+2% +$78.1K 0.15% 151
2016
Q2 		$4.41M Buy
36,075
+517
+1% +$59.4K 0.17% 131
2016
Q1 		$4M Sell
35,558
-3,663
-9% -$392K 0.16% 143
2015
Q4 		$4.24M Buy
39,221
+617
+2% +$66.7K 0.16% 146
2015
Q3 		$4.22M Buy
38,604
+54
+0.1% +$6.24K 0.17% 129
2015
Q2 		$4.91M Sell
38,550
-4,825
-11% -$551K 0.19% 113
2015
Q1 		$4.62M Sell
43,375
-568
-1% -$55.6K 0.16% 135
2014
Q4 		$3.9M Sell
43,943
-9,373
-18% -$787K 0.13% 170
2014
Q3 		$4.32M Buy
53,316
+2,789
+6% +$227K 0.13% 176
2014
Q2 		$4.1M Sell
50,527
-1,842
-4% -$139K 0.12% 191
2014
Q1 		$3.93M Sell
52,369
-7,685
-13% -$544K 0.12% 195
2013
Q4 		$4.12M Sell
60,054
-10,515
-15% -$686K 0.11% 206
2013
Q3 		$4.52M Sell
70,569
-9,853
-12% -$632K 0.11% 206
2013
Q2 		$5.11M Buy
+80,422
New +$4.72M 0.12% 191

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

World Asset Management's AET Position: Q4 2018 in Review

World Asset Management sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 21,622 shares — an estimated $4.39M sold.

World Asset Management first reported a position in AET in Q2 2013 and held it in 22 quarters. The position peaked at $5.17M in Q4 2017. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • World Asset Management reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • World Asset Management sold 21,622 Aetna Inc shares in Q4 2018, an estimated $4.39M.
  • World Asset Management first reported a position in Aetna Inc in Q2 2013 and held it in 22 quarters.
  • World Asset Management's Aetna Inc position peaked at $5.17M in Q4 2017.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on World Asset Management's 13F filing for Q4 2018, filed 24 Jan 2019.