BWM
AET

Baystate Wealth Management’s Aetna Inc AET Stock Holding History

Baystate 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
-116
Closed -$24K – 740
2018
Q3 		$24K Buy
+116
New +$22.7K ﹤0.01% 287

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

Baystate Wealth Management's AET Position: Q4 2018 in Review

Baystate Wealth Management sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 116 shares — an estimated $24K sold.

Baystate Wealth Management first reported a position in AET in Q3 2018 and held it in 1 quarter. The position peaked at $24K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Baystate Wealth Management reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Baystate Wealth Management sold 116 Aetna Inc shares in Q4 2018, an estimated $24K.
  • Baystate Wealth Management first reported a position in Aetna Inc in Q3 2018 and held it in 1 quarter.
  • Baystate Wealth Management's Aetna Inc position peaked at $24K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Baystate Wealth Management's 13F filing for Q4 2018, filed 24 Jan 2019.