Alpha Omega Wealth Management’s Aetna Inc AET Stock Holding History

Alpha Omega 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	-100	Closed	-$20K	–	502
2018 Q3	$20K	Hold	100	–	–	0.01%	317
2018 Q2	$18K	Hold	100	–	–	0.01%	331
2018 Q1	$17K	Hold	100	–	–	0.01%	308
2017 Q4	$18K	Hold	100	–	–	0.01%	302
2017 Q3	$16K	Hold	100	–	–	0.01%	319
2017 Q2	$15K	Hold	100	–	–	0.01%	318
2017 Q1	$13K	Hold	100	–	–	0.01%	335
2016 Q4	$12K	Hold	100	–	–	0.01%	331
2016 Q3	$12K	Hold	100	–	–	0.01%	162
2016 Q2	$12K	Hold	100	–	–	0.01%	166
2016 Q1	$11K	Hold	100	–	–	0.01%	168
2015 Q4	$11K	Buy	+100	New	+$10.8K	0.01%	162

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

Alpha Omega Wealth Management's AET Position: Q4 2018 in Review

Alpha Omega Wealth Management sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 100 shares — an estimated $20K sold.

Alpha Omega Wealth Management first reported a position in AET in Q4 2015 and held it in 12 quarters. The position peaked at $20K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

Alpha Omega Wealth Management reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
Alpha Omega Wealth Management sold 100 Aetna Inc shares in Q4 2018, an estimated $20K.
Alpha Omega Wealth Management first reported a position in Aetna Inc in Q4 2015 and held it in 12 quarters.
Alpha Omega Wealth Management's Aetna Inc position peaked at $20K in Q3 2018.
6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Alpha Omega Wealth Management's 13F filing for Q4 2018, filed 18 Jan 2019.