AIS
AET

American Investment Services’s Aetna Inc AET Stock Holding History

American Investment Services’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
-15,422
Closed -$3.13M – 129
2018
Q3 		$3.13M Hold
15,422
– – 1.05% 16
2018
Q2 		$2.83M Sell
15,422
-1,000
-6% -$178K 0.98% 18
2018
Q1 		$2.77M Hold
16,422
– – 0.98% 17
2017
Q4 		$2.96M Hold
16,422
– – 1.08% 17
2017
Q3 		$2.61M Hold
16,422
– – 1% 18
2017
Q2 		$2.49M Hold
16,422
– – 0.99% 19
2017
Q1 		$2.1M Hold
16,422
– – 0.85% 20
2016
Q4 		$2.04M Sell
16,422
-6,500
-28% -$778K 0.85% 18
2016
Q3 		$2.65M Buy
+22,922
New +$2.69M 1.1% 17

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 $953M AUM 24.79% 1-Year Est. Return

American Investment Services's AET Position: Q4 2018 in Review

American Investment Services sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 15,422 shares — an estimated $3.13M sold.

American Investment Services first reported a position in AET in Q3 2016 and held it in 9 quarters. The position peaked at $3.13M in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • American Investment Services reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • American Investment Services sold 15,422 Aetna Inc shares in Q4 2018, an estimated $3.13M.
  • American Investment Services first reported a position in Aetna Inc in Q3 2016 and held it in 9 quarters.
  • American Investment Services's Aetna Inc position peaked at $3.13M in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on American Investment Services's 13F filing for Q4 2018, filed 18 Jan 2019.