AIM
AET

Advantage Investment Management’s Aetna Inc AET Stock Holding History

Advantage Investment 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
-572
Closed -$116K – 1127
2018
Q3 		$116K Sell
572
-43
-7% -$8.4K 0.08% 253
2018
Q2 		$113K Hold
615
– – 0.08% 229
2018
Q1 		$104K Hold
615
– – 0.04% 240
2017
Q4 		$111K Sell
615
-9
-1% -$1.55K 0.03% 252
2017
Q3 		$99K Buy
624
+110
+21% +$17.2K 0.03% 255
2017
Q2 		$78K Buy
514
+21
+4% +$2.97K 0.03% 283
2017
Q1 		$63K Buy
+493
New +$61.9K 0.02% 300
2015
Q4 		– Sell
-890
Closed -$97K – 915
2015
Q3 		$97K Buy
890
+250
+39% +$28.9K 0.06% 224
2015
Q2 		$82K Buy
640
+500
+357% +$57.1K 0.04% 275
2015
Q1 		$15K Hold
140
– – 0.01% 520
2014
Q4 		$12K Buy
+140
New +$11.7K 0.01% 505

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 $953M AUM 24.79% 1-Year Est. Return

Advantage Investment Management's AET Position: Q4 2018 in Review

Advantage Investment Management sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 572 shares — an estimated $116K sold.

Advantage Investment Management first reported a position in AET in Q4 2014 and held it in 11 quarters. The position peaked at $116K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Advantage Investment Management reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Advantage Investment Management sold 572 Aetna Inc shares in Q4 2018, an estimated $116K.
  • Advantage Investment Management first reported a position in Aetna Inc in Q4 2014 and held it in 11 quarters.
  • Advantage Investment Management's Aetna Inc position peaked at $116K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Advantage Investment Management's 13F filing for Q4 2018, filed 14 Feb 2019.