Baldwin Wealth Partners’s Aetna Inc AET Stock Holding History

Baldwin Wealth 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	-185	Closed	-$38K	–	558
2018 Q3	$38K	Hold	185	–	–	0.01%	344
2018 Q2	$34K	Sell	185 -25	-12%	-$4.46K	0.01%	352
2018 Q1	$35K	Sell	210 -50	-19%	-$8.98K	0.01%	332
2017 Q4	$47K	Buy	260 +60	+30%	+$10.3K	0.01%	310
2017 Q3	$32K	Hold	200	–	–	0.01%	324
2017 Q2	$30K	Hold	200	–	–	﹤0.01%	341
2017 Q1	$26K	Buy	+200	New	+$25.1K	﹤0.01%	352

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

Baldwin Wealth Partners's AET Position: Q4 2018 in Review

Baldwin Wealth Partners sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 185 shares — an estimated $38K sold.

Baldwin Wealth Partners first reported a position in AET in Q1 2017 and held it in 7 quarters. The position peaked at $47K in Q4 2017. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

Baldwin Wealth Partners reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
Baldwin Wealth Partners sold 185 Aetna Inc shares in Q4 2018, an estimated $38K.
Baldwin Wealth Partners first reported a position in Aetna Inc in Q1 2017 and held it in 7 quarters.
Baldwin Wealth Partners's Aetna Inc position peaked at $47K in Q4 2017.
6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Baldwin Wealth Partners's 13F filing for Q4 2018, filed 1 Feb 2019.