AWM
AET

AllSquare Wealth Management’s Aetna Inc AET Stock Holding History

AllSquare 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
-65
Closed -$13K – 499
2018
Q3 		$13K Hold
65
– – 0.01% 320
2018
Q2 		$12K Buy
+65
New +$11.6K 0.01% 322

Other funds holding AET

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AWM
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FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
Thrivent Financial for Lutherans
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CA
Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return

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

AllSquare Wealth Management sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 65 shares — an estimated $13K sold.

AllSquare Wealth Management first reported a position in AET in Q2 2018 and held it in 2 quarters. The position peaked at $13K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • AllSquare Wealth Management reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • AllSquare Wealth Management sold 65 Aetna Inc shares in Q4 2018, an estimated $13K.
  • AllSquare Wealth Management first reported a position in Aetna Inc in Q2 2018 and held it in 2 quarters.
  • AllSquare Wealth Management's Aetna Inc position peaked at $13K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

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