BCA
AET

Berman Capital Advisors’s Aetna Inc AET Stock Holding History

Berman Capital 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
-1,125
Closed -$228K – 1327
2018
Q3 		$228K Buy
+1,125
New +$220K 0.1% 92

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

Berman Capital Advisors's AET Position: Q4 2018 in Review

Berman Capital Advisors sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 1,125 shares — an estimated $228K sold.

Berman Capital Advisors first reported a position in AET in Q3 2018 and held it in 1 quarter. The position peaked at $228K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Berman Capital Advisors reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Berman Capital Advisors sold 1,125 Aetna Inc shares in Q4 2018, an estimated $228K.
  • Berman Capital Advisors first reported a position in Aetna Inc in Q3 2018 and held it in 1 quarter.
  • Berman Capital Advisors's Aetna Inc position peaked at $228K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Berman Capital Advisors's 13F filing for Q4 2018, filed 13 Feb 2019.