Avalon Capital Management’s Aetna Inc AET Stock Holding History

Avalon Capital 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	-13,742	Closed	-$2.79M	–	62
2018 Q3	$2.79M	Sell	13,742 -100	-0.7%	-$19.5K	2.55%	15
2018 Q2	$2.54M	Buy	13,842 +7,410	+115%	+$1.32M	2.52%	17
2018 Q1	$1.09M	Sell	6,432 -10	-0.2%	-$1.8K	1.07%	28
2017 Q4	$1.16M	Sell	6,442 -1,774	-22%	-$305K	1.04%	35
2017 Q3	$1.31M	Buy	8,216 +27	+0.3%	+$4.22K	0.9%	50
2017 Q2	$1.24M	Buy	+8,189	New	+$1.16M	0.92%	42

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

Avalon Capital Management's AET Position: Q4 2018 in Review

Avalon Capital Management sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 13,742 shares — an estimated $2.79M sold.

Avalon Capital Management first reported a position in AET in Q2 2017 and held it in 6 quarters. The position peaked at $2.79M in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

Avalon Capital Management reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
Avalon Capital Management sold 13,742 Aetna Inc shares in Q4 2018, an estimated $2.79M.
Avalon Capital Management first reported a position in Aetna Inc in Q2 2017 and held it in 6 quarters.
Avalon Capital Management's Aetna Inc position peaked at $2.79M in Q3 2018.
6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Avalon Capital Management's 13F filing for Q4 2018, filed 16 Jan 2019.