AWM
AET

Aevitas Wealth Management’s Aetna Inc AET Stock Holding History

Aevitas Wealth 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
-42
Closed -$9K – 476
2018
Q3 		$9K Sell
42
-42
-50% -$8.21K 0.01% 360
2018
Q2 		$15K Buy
84
+1
+1% +$178 0.01% 301
2018
Q1 		$14K Hold
83
– – 0.01% 294
2017
Q4 		$15K Buy
+83
New +$14.3K 0.01% 284

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

Aevitas Wealth Management's AET Position: Q4 2018 in Review

Aevitas Wealth Management sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 42 shares — an estimated $9K sold.

Aevitas Wealth Management first reported a position in AET in Q4 2017 and held it in 4 quarters. The position peaked at $15K in Q2 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Aevitas Wealth Management reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Aevitas Wealth Management sold 42 Aetna Inc shares in Q4 2018, an estimated $9K.
  • Aevitas Wealth Management first reported a position in Aetna Inc in Q4 2017 and held it in 4 quarters.
  • Aevitas Wealth Management's Aetna Inc position peaked at $15K in Q2 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

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