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AET

Avantax Planning Partners’s Aetna Inc AET Stock Holding History

Avantax Planning Partners’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
-600
Closed -$122K – 1441
2018
Q3 		$122K Buy
+600
New +$117K 0.01% 312
2018
Q2 		– Sell
-6,235
Closed -$1.05M – 1813
2018
Q1 		$1.05M Buy
6,235
+13
+0.2% +$2.34K 0.09% 93
2017
Q4 		$1.12M Buy
+6,222
New +$1.07M 0.1% 91

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

Avantax Planning Partners's AET Position: Q4 2018 in Review

Avantax Planning Partners sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 600 shares — an estimated $122K sold.

Avantax Planning Partners first reported a position in AET in Q4 2017 and held it in 3 quarters. The position peaked at $1.12M in Q4 2017. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Avantax Planning Partners reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 600 Aetna Inc shares in Q4 2018, an estimated $122K.
  • Avantax Planning Partners first reported a position in Aetna Inc in Q4 2017 and held it in 3 quarters.
  • Avantax Planning Partners's Aetna Inc position peaked at $1.12M in Q4 2017.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.