Abbot Financial Management’s Aetna Inc AET Stock Holding History

Abbot Financial 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	-5,295	Closed	-$1.07M	–	119
2018 Q3	$1.07M	Sell	5,295 -5,300	-50%	-$1.04M	0.8%	44
2018 Q2	$1.94M	Hold	10,595	–	–	1.55%	21
2018 Q1	$1.79M	Sell	10,595 -5	-0%	-$898	1.44%	28
2017 Q4	$1.91M	Sell	10,600 -100	-0.9%	-$17.2K	1.52%	25
2017 Q3	$1.71M	Sell	10,700 -200	-2%	-$31.2K	1.43%	29
2017 Q2	$1.66M	Buy	+10,900	New	+$1.54M	1.48%	27

Other funds holding AET

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 Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return

Abbot Financial Management's AET Position: Q4 2018 in Review

Abbot Financial Management sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 5,295 shares — an estimated $1.07M sold.

Abbot Financial Management first reported a position in AET in Q2 2017 and held it in 6 quarters. The position peaked at $1.94M in Q2 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

Abbot Financial Management reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
Abbot Financial Management sold 5,295 Aetna Inc shares in Q4 2018, an estimated $1.07M.
Abbot Financial Management first reported a position in Aetna Inc in Q2 2017 and held it in 6 quarters.
Abbot Financial Management's Aetna Inc position peaked at $1.94M in Q2 2018.
6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Abbot Financial Management's 13F filing for Q4 2018, filed 7 Feb 2019.