ZB
AET

Zions Bancorporation’s Aetna Inc AET Stock Holding History

Zions Bancorporation’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
-619
Closed -$126K – 833
2018
Q3 		$126K Sell
619
-298
-32% -$58.2K 0.03% 223
2018
Q2 		$168K Sell
917
-8
-0.9% -$1.43K 0.12% 103
2018
Q1 		$156K Sell
925
-27
-3% -$4.85K 0.03% 161
2017
Q4 		$172K Sell
952
-351
-27% -$60.3K 0.03% 174
2017
Q3 		$207K Buy
1,303
+1,084
+495% +$169K 0.03% 258
2017
Q2 		$33K Sell
219
-76
-26% -$10.7K 0.01% 238
2017
Q1 		$37K Sell
295
-113
-28% -$14.2K 0.01% 222
2016
Q4 		$51K Buy
408
+30
+8% +$3.59K 0.01% 234
2016
Q3 		$42K Hold
378
– – 0.01% 259
2016
Q2 		$44K Buy
378
+1
+0.3% +$115 0.01% 225
2016
Q1 		$43K Buy
377
+53
+16% +$5.67K 0.01% 267
2015
Q4 		$32K Sell
324
-26
-7% -$2.81K 0.01% 276
2015
Q3 		$38K Buy
+350
New +$40.4K 0.01% 251
2015
Q2 		– Sell
-307
Closed -$33K – 839
2015
Q1 		$33K Buy
+307
New +$30.1K 0.01% 285

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

Zions Bancorporation's AET Position: Q4 2018 in Review

Zions Bancorporation sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 619 shares — an estimated $126K sold.

Zions Bancorporation first reported a position in AET in Q1 2015 and held it in 14 quarters. The position peaked at $207K in Q3 2017. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Zions Bancorporation reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Zions Bancorporation sold 619 Aetna Inc shares in Q4 2018, an estimated $126K.
  • Zions Bancorporation first reported a position in Aetna Inc in Q1 2015 and held it in 14 quarters.
  • Zions Bancorporation's Aetna Inc position peaked at $207K in Q3 2017.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Zions Bancorporation's 13F filing for Q4 2018, filed 13 Feb 2019.