BHWM
AET

Bar Harbor Wealth Management’s Aetna Inc AET Stock Holding History

Bar Harbor Wealth Management’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
-1,164
Closed -$236K – 315
2018
Q3 		$236K Hold
1,164
– – 0.03% 278
2018
Q2 		$214K Buy
+1,164
New +$207K 0.03% 293
2015
Q4 		– Sell
-2,416
Closed -$264K – 301
2015
Q3 		$264K Sell
2,416
-583
-19% -$67.4K 0.04% 249
2015
Q2 		$382K Sell
2,999
-177
-6% -$20.2K 0.05% 204
2015
Q1 		$338K Buy
3,176
+166
+6% +$16.3K 0.04% 221
2014
Q4 		$267K Hold
3,010
– – 0.03% 238
2014
Q3 		$244K Hold
3,010
– – 0.03% 238
2014
Q2 		$244K Hold
3,010
– – 0.03% 231
2014
Q1 		$226K Hold
3,010
– – 0.03% 240
2013
Q4 		$206K Sell
3,010
-280
-9% -$18.3K 0.03% 244
2013
Q3 		$211K Sell
3,290
-100
-3% -$6.41K 0.03% 238
2013
Q2 		$215K Buy
+3,390
New +$199K 0.03% 230

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

Bar Harbor Wealth Management's AET Position: Q4 2018 in Review

Bar Harbor Wealth Management sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 1,164 shares — an estimated $236K sold.

Bar Harbor Wealth Management first reported a position in AET in Q2 2013 and held it in 12 quarters. The position peaked at $382K in Q2 2015. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Bar Harbor Wealth Management reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Bar Harbor Wealth Management sold 1,164 Aetna Inc shares in Q4 2018, an estimated $236K.
  • Bar Harbor Wealth Management first reported a position in Aetna Inc in Q2 2013 and held it in 12 quarters.
  • Bar Harbor Wealth Management's Aetna Inc position peaked at $382K in Q2 2015.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Bar Harbor Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.