AWMF
AET

Arbor Wealth Management (Florida)’s Aetna Inc AET Stock Holding History

Arbor Wealth Management (Florida)’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
-13,951
Closed -$2.83M – 208
2018
Q3 		$2.83M Sell
13,951
-3,343
-19% -$653K 2.22% 18
2018
Q2 		$3.4M Buy
+17,294
New +$3.08M 2.66% 15

Other funds holding AET

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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 $59.5B AUM 35.96% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

Arbor Wealth Management (Florida)'s AET Position: Q4 2018 in Review

Arbor Wealth Management (Florida) sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 13,951 shares — an estimated $2.83M sold.

Arbor Wealth Management (Florida) first reported a position in AET in Q2 2018 and held it in 2 quarters. The position peaked at $3.4M in Q2 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Arbor Wealth Management (Florida) reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Arbor Wealth Management (Florida) sold 13,951 Aetna Inc shares in Q4 2018, an estimated $2.83M.
  • Arbor Wealth Management (Florida) first reported a position in Aetna Inc in Q2 2018 and held it in 2 quarters.
  • Arbor Wealth Management (Florida)'s Aetna Inc position peaked at $3.4M in Q2 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Arbor Wealth Management (Florida)'s 13F filing for Q4 2018, filed 11 Mar 2019.