BA
AET

Ballew Advisors’s Aetna Inc AET Stock Holding History

Ballew 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
-525
Closed -$103K – 514
2018
Q3 		$103K Sell
525
-23
-4% -$4.5K 0.09% 117
2018
Q2 		$101K Hold
548
– – 0.11% 112
2018
Q1 		$93K Buy
+548
New +$98.5K 0.08% 119

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

Ballew Advisors's AET Position: Q4 2018 in Review

Ballew Advisors sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 525 shares — an estimated $103K sold.

Ballew Advisors first reported a position in AET in Q1 2018 and held it in 3 quarters. The position peaked at $103K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Ballew Advisors reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Ballew Advisors sold 525 Aetna Inc shares in Q4 2018, an estimated $103K.
  • Ballew Advisors first reported a position in Aetna Inc in Q1 2018 and held it in 3 quarters.
  • Ballew Advisors's Aetna Inc position peaked at $103K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Ballew Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.