AW
AET

Alpha Windward’s Aetna Inc AET Stock Holding History

Alpha Windward’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
-283
Closed -$57K – 480
2018
Q3 		$57K Sell
283
-27
-9% -$5.28K 0.03% 304
2018
Q2 		$57K Buy
310
+53
+21% +$9.45K 0.04% 304
2018
Q1 		$43K Hold
257
– – 0.03% 316
2017
Q4 		$46K Sell
257
-16
-6% -$2.75K 0.03% 309
2017
Q3 		$43K Hold
273
– – 0.03% 323
2017
Q2 		$41K Sell
273
-2
-0.7% -$283 0.03% 324
2017
Q1 		$35K Hold
275
– – 0.02% 340
2016
Q4 		$34K Sell
275
-29
-10% -$3.47K 0.02% 333
2016
Q3 		$35K Hold
304
– – 0.02% 331
2016
Q2 		$37K Sell
304
-6
-2% -$689 0.03% 314
2016
Q1 		$35K Hold
310
– – 0.03% 328
2015
Q4 		$34K Buy
310
+18
+6% +$1.95K 0.02% 327
2015
Q3 		$32K Hold
292
– – 0.02% 333
2015
Q2 		$37K Sell
292
-152
-34% -$17.4K 0.02% 316
2015
Q1 		$47K Hold
444
– – 0.03% 305
2014
Q4 		$39K Buy
444
+1
+0.2% +$84 0.03% 312
2014
Q3 		$36K Hold
443
– – 0.03% 310
2014
Q2 		$36K Buy
443
+3
+0.7% +$227 0.02% 302
2014
Q1 		$33K Hold
440
– – 0.02% 307
2013
Q4 		$30K Sell
440
-19
-4% -$1.24K 0.02% 314
2013
Q3 		$29K Hold
459
– – 0.02% 308
2013
Q2 		$29K Buy
+459
New +$27K 0.02% 307

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

Alpha Windward's AET Position: Q4 2018 in Review

Alpha Windward sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 283 shares — an estimated $57K sold.

Alpha Windward first reported a position in AET in Q2 2013 and held it in 22 quarters. The position peaked at $57K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Alpha Windward reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Alpha Windward sold 283 Aetna Inc shares in Q4 2018, an estimated $57K.
  • Alpha Windward first reported a position in Aetna Inc in Q2 2013 and held it in 22 quarters.
  • Alpha Windward's Aetna Inc position peaked at $57K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Alpha Windward's 13F filing for Q4 2018, filed 17 Jan 2019.