ACP
AET

Aviance Capital Partners’s Aetna Inc AET Stock Holding History

Aviance Capital 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
-8,875
Closed -$1.8M – 220
2018
Q3 		$1.8M Sell
8,875
-315
-3% -$61.6K 0.43% 50
2018
Q2 		$1.69M Sell
9,190
-236
-3% -$42.1K 0.49% 54
2018
Q1 		$1.59M Buy
9,426
+437
+5% +$78.5K 0.48% 55
2017
Q4 		$1.62M Buy
8,989
+263
+3% +$45.2K 0.54% 56
2017
Q3 		$1.39M Sell
8,726
-215
-2% -$33.6K 0.47% 58
2017
Q2 		$1.36M Sell
8,941
-271
-3% -$38.3K 0.44% 62
2017
Q1 		$1.18M Buy
9,212
+2,382
+35% +$299K 0.43% 68
2016
Q4 		$847K Sell
6,830
-850
-11% -$102K 0.3% 100
2016
Q3 		$887K Sell
7,680
-95
-1% -$11.1K 0.31% 88
2016
Q2 		$950K Sell
7,775
-675
-8% -$77.5K 0.35% 79
2016
Q1 		$949K Sell
8,450
-3,420
-29% -$366K 0.33% 86
2015
Q4 		$1.28M Sell
11,870
-2,518
-18% -$272K 0.44% 62
2015
Q3 		$1.57M Sell
14,388
-70
-0.5% -$8.09K 0.65% 37
2015
Q2 		$1.84M Buy
14,458
+9,065
+168% +$1.03M 0.69% 33
2015
Q1 		$575K Buy
+5,393
New +$528K 0.21% 140
2013
Q3 		– Sell
-8,308
Closed -$528K – 217
2013
Q2 		$528K Buy
+8,308
New +$488K 0.29% 94

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

Aviance Capital Partners's AET Position: Q4 2018 in Review

Aviance Capital Partners sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 8,875 shares — an estimated $1.8M sold.

Aviance Capital Partners first reported a position in AET in Q2 2013 and held it in 16 quarters. The position peaked at $1.84M in Q2 2015. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Aviance Capital Partners reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Aviance Capital Partners sold 8,875 Aetna Inc shares in Q4 2018, an estimated $1.8M.
  • Aviance Capital Partners first reported a position in Aetna Inc in Q2 2013 and held it in 16 quarters.
  • Aviance Capital Partners's Aetna Inc position peaked at $1.84M in Q2 2015.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Aviance Capital Partners's 13F filing for Q4 2018, filed 11 Feb 2019.