BFC
AET

Bedel Financial Consulting’s Aetna Inc AET Stock Holding History

Bedel Financial Consulting’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
-1,481
Closed -$297K – 739
2018
Q3 		$297K Hold
1,481
– – 0.2% 99
2018
Q2 		$272K Sell
1,481
-23
-2% -$4.1K 0.2% 111
2018
Q1 		$254K Hold
1,504
– – 0.19% 116
2017
Q4 		$271K Buy
+1,504
New +$258K 0.24% 102

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

Bedel Financial Consulting's AET Position: Q4 2018 in Review

Bedel Financial Consulting sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 1,481 shares — an estimated $297K sold.

Bedel Financial Consulting first reported a position in AET in Q4 2017 and held it in 4 quarters. The position peaked at $297K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Bedel Financial Consulting reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Bedel Financial Consulting sold 1,481 Aetna Inc shares in Q4 2018, an estimated $297K.
  • Bedel Financial Consulting first reported a position in Aetna Inc in Q4 2017 and held it in 4 quarters.
  • Bedel Financial Consulting's Aetna Inc position peaked at $297K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Bedel Financial Consulting's 13F filing for Q4 2018, filed 28 Jan 2019.