BAM
AET

Belpointe Asset Management’s Aetna Inc AET Stock Holding History

Belpointe Asset 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
-1,955
Closed -$397K – 665
2018
Q3 		$397K Buy
+1,955
New +$382K 0.06% 306
2018
Q1 		– Sell
-1,775
Closed -$320K – 508
2017
Q4 		$320K Buy
1,775
+490
+38% +$84.2K 0.07% 324
2017
Q3 		$204K Buy
+1,285
New +$201K 0.05% 393

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

Belpointe Asset Management's AET Position: Q4 2018 in Review

Belpointe Asset Management sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 1,955 shares — an estimated $397K sold.

Belpointe Asset Management first reported a position in AET in Q3 2017 and held it in 3 quarters. The position peaked at $397K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Belpointe Asset Management reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Belpointe Asset Management sold 1,955 Aetna Inc shares in Q4 2018, an estimated $397K.
  • Belpointe Asset Management first reported a position in Aetna Inc in Q3 2017 and held it in 3 quarters.
  • Belpointe Asset Management's Aetna Inc position peaked at $397K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Belpointe Asset Management's 13F filing for Q4 2018, filed 6 Mar 2019.