BRWA
AET

B. Riley Wealth Advisors’s Aetna Inc AET Stock Holding History

B. Riley 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
-3,320
Closed -$675K – 765
2018
Q3 		$675K Buy
3,320
+28
+0.9% +$5.47K 0.08% 270
2018
Q2 		$605K Sell
3,292
-663
-17% -$118K 0.08% 271
2018
Q1 		$669K Buy
3,955
+461
+13% +$82.8K 0.09% 235
2017
Q4 		$632K Buy
3,494
+645
+23% +$111K 0.09% 257
2017
Q3 		$454K Sell
2,849
-10
-0.3% -$1.56K 0.08% 280
2017
Q2 		$436K Buy
2,859
+119
+4% +$16.8K 0.08% 278
2017
Q1 		$350K Sell
2,740
-87
-3% -$10.9K 0.07% 300
2016
Q4 		$352K Buy
2,827
+277
+11% +$33.2K 0.07% 313
2016
Q3 		$296K Buy
2,550
+20
+0.8% +$2.34K 0.06% 405
2016
Q2 		$309K Sell
2,530
-50
-2% -$5.74K 0.06% 388
2016
Q1 		$290K Buy
2,580
+31
+1% +$3.32K 0.07% 362
2015
Q4 		$276K Buy
2,549
+84
+3% +$9.08K 0.06% 390
2015
Q3 		$270K Buy
2,465
+69
+3% +$7.97K 0.06% 386
2015
Q2 		$306K Buy
+2,396
New +$274K 0.08% 328
2015
Q1 		– Sell
-614
Closed -$55 – 2368
2014
Q4 		$55 Buy
+614
New +$51.5K ﹤0.01% 2044
2014
Q3 		– Sell
-704
Closed -$57.1K – 2207
2014
Q2 		$57.1K Buy
+704
New +$53.3K 0.01% 979

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

B. Riley Wealth Advisors's AET Position: Q4 2018 in Review

B. Riley Wealth Advisors sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 3,320 shares — an estimated $675K sold.

B. Riley Wealth Advisors first reported a position in AET in Q2 2014 and held it in 16 quarters. The position peaked at $675K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • B. Riley Wealth Advisors reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 3,320 Aetna Inc shares in Q4 2018, an estimated $675K.
  • B. Riley Wealth Advisors first reported a position in Aetna Inc in Q2 2014 and held it in 16 quarters.
  • B. Riley Wealth Advisors's Aetna Inc position peaked at $675K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2018, filed 8 Feb 2019.