BWA
AET

BDO Wealth Advisors’s Aetna Inc AET Stock Holding History

BDO 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
-23
Closed -$5K – 657
2018
Q3 		$5K Hold
23
– – ﹤0.01% 511
2018
Q2 		$4K Buy
+23
New +$4.1K ﹤0.01% 535

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

BDO Wealth Advisors's AET Position: Q4 2018 in Review

BDO Wealth Advisors sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 23 shares — an estimated $5K sold.

BDO Wealth Advisors first reported a position in AET in Q2 2018 and held it in 2 quarters. The position peaked at $5K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • BDO Wealth Advisors reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • BDO Wealth Advisors sold 23 Aetna Inc shares in Q4 2018, an estimated $5K.
  • BDO Wealth Advisors first reported a position in Aetna Inc in Q2 2018 and held it in 2 quarters.
  • BDO Wealth Advisors's Aetna Inc position peaked at $5K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on BDO Wealth Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.