Zurich Cantonal Bank
AET

Zurich Cantonal Bank’s Aetna Inc AET Stock Holding History

Zurich Cantonal Bank’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
-71,291
Closed -$14.5M – 2628
2018
Q3 		$14.5M Sell
71,291
-983
-1% -$192K 0.12% 197
2018
Q2 		$13.3M Sell
72,274
-1,639
-2% -$292K 0.12% 208
2018
Q1 		$12.5M Sell
73,913
-44,613
-38% -$8.02M 0.11% 223
2017
Q4 		$21.4M Sell
118,526
-149,562
-56% -$25.7M 0.19% 120
2017
Q3 		$42.6M Buy
268,088
+6,615
+3% +$1.03M 0.4% 48
2017
Q2 		$39.7M Sell
261,473
-20,692
-7% -$2.92M 0.39% 51
2017
Q1 		$36M Buy
282,165
+875
+0.3% +$110K 0.35% 56
2016
Q4 		$34.9M Sell
281,290
-22,715
-7% -$2.72M 0.36% 60
2016
Q3 		$35.1M Buy
304,005
+52,132
+21% +$6.11M 0.37% 58
2016
Q2 		$30.8M Sell
251,873
-170,091
-40% -$19.5M 0.4% 57
2016
Q1 		$47.4M Sell
421,964
-8,389
-2% -$898K 0.6% 33
2015
Q4 		$46.5M Sell
430,353
-20,280
-5% -$2.19M 0.59% 33
2015
Q3 		$49.3M Sell
450,633
-6,309
-1% -$729K 0.7% 27
2015
Q2 		$58.2M Sell
456,942
-67,307
-13% -$7.68M 0.8% 16
2015
Q1 		$55.8M Buy
524,249
+448,170
+589% +$43.9M 0.77% 15
2014
Q4 		$6.76M Sell
76,079
-18,518
-20% -$1.55M 0.21% 111
2014
Q3 		$7.66M Sell
94,597
-39,336
-29% -$3.2M 0.25% 85
2014
Q2 		$10.9M Buy
133,933
+10,439
+8% +$790K 0.32% 61
2014
Q1 		$9.26M Buy
123,494
+6,747
+6% +$477K 0.29% 73
2013
Q4 		$8.01M Buy
116,747
+18,879
+19% +$1.23M 0.26% 81
2013
Q3 		$6.26M Buy
97,868
+12,918
+15% +$828K 0.22% 101
2013
Q2 		$5.4M Buy
+84,950
New +$4.99M 0.19% 119

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

Zurich Cantonal Bank's AET Position: Q4 2018 in Review

Zurich Cantonal Bank sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 71,291 shares — an estimated $14.5M sold.

Zurich Cantonal Bank first reported a position in AET in Q2 2013 and held it in 22 quarters. The position peaked at $58.2M in Q2 2015. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Zurich Cantonal Bank reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Zurich Cantonal Bank sold 71,291 Aetna Inc shares in Q4 2018, an estimated $14.5M.
  • Zurich Cantonal Bank first reported a position in Aetna Inc in Q2 2013 and held it in 22 quarters.
  • Zurich Cantonal Bank's Aetna Inc position peaked at $58.2M in Q2 2015.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Zurich Cantonal Bank's 13F filing for Q4 2018, filed 25 Jan 2019.