AWA
AET

Arete Wealth Advisors’s Aetna Inc AET Stock Holding History

Arete Wealth Advisors’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
-1,452
Closed -$295K – 424
2018
Q3 		$295K Buy
1,452
+2
+0.1% +$391 0.07% 276
2018
Q2 		$266K Buy
+1,450
New +$258K 0.06% 298

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

Arete Wealth Advisors's AET Position: Q4 2018 in Review

Arete Wealth Advisors sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 1,452 shares — an estimated $295K sold.

Arete Wealth Advisors first reported a position in AET in Q2 2018 and held it in 2 quarters. The position peaked at $295K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Arete Wealth Advisors reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Arete Wealth Advisors sold 1,452 Aetna Inc shares in Q4 2018, an estimated $295K.
  • Arete Wealth Advisors first reported a position in Aetna Inc in Q2 2018 and held it in 2 quarters.
  • Arete Wealth Advisors's Aetna Inc position peaked at $295K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Arete Wealth Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.