Allworth Financial’s Aetna Inc AET Stock Holding History

Allworth Financial’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	-80	Closed	-$16K	–	976
2018 Q3	$16K	Hold	80	–	–	﹤0.01%	478
2018 Q2	$15K	Hold	80	–	–	﹤0.01%	462
2018 Q1	$14K	Hold	80	–	–	﹤0.01%	440
2017 Q4	$14K	Hold	80	–	–	﹤0.01%	434
2017 Q3	$13K	Hold	80	–	–	﹤0.01%	438
2017 Q2	$12K	Buy	+80	New	+$11.3K	﹤0.01%	457

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

Allworth Financial's AET Position: Q4 2018 in Review

Allworth Financial sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 80 shares — an estimated $16K sold.

Allworth Financial first reported a position in AET in Q2 2017 and held it in 6 quarters. The position peaked at $16K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

Allworth Financial reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
Allworth Financial sold 80 Aetna Inc shares in Q4 2018, an estimated $16K.
Allworth Financial first reported a position in Aetna Inc in Q2 2017 and held it in 6 quarters.
Allworth Financial's Aetna Inc position peaked at $16K in Q3 2018.
6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

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