AG
AET

Advisor Group’s Aetna Inc AET Stock Holding History

Advisor Group’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
-21,600
Closed -$4.38M – 5406
2018
Q3 		$4.38M Buy
21,600
+2,030
+10% +$397K 0.04% 359
2018
Q2 		$3.59M Sell
19,570
-1,480
-7% -$264K 0.05% 334
2018
Q1 		$3.56M Sell
21,050
-237
-1% -$42.6K 0.05% 347
2017
Q4 		$3.84M Buy
21,287
+6,062
+40% +$1.04M 0.05% 334
2017
Q3 		$2.42M Sell
15,225
-1,067
-7% -$167K 0.04% 443
2017
Q2 		$2.47M Buy
16,292
+3,073
+23% +$434K 0.04% 414
2017
Q1 		$1.69M Buy
13,219
+962
+8% +$121K 0.03% 508
2016
Q4 		$1.52M Sell
12,257
-1,387
-10% -$166K 0.03% 505
2016
Q3 		$1.57M Buy
13,644
+1,240
+10% +$145K 0.04% 480
2016
Q2 		$1.51M Buy
+12,404
New +$1.42M 0.04% 465

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

Advisor Group's AET Position: Q4 2018 in Review

Advisor Group sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 21,600 shares — an estimated $4.38M sold.

Advisor Group first reported a position in AET in Q2 2016 and held it in 10 quarters. The position peaked at $4.38M in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Advisor Group reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Advisor Group sold 21,600 Aetna Inc shares in Q4 2018, an estimated $4.38M.
  • Advisor Group first reported a position in Aetna Inc in Q2 2016 and held it in 10 quarters.
  • Advisor Group's Aetna Inc position peaked at $4.38M in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Advisor Group's 13F filing for Q4 2018, filed 11 Feb 2019.