BRA
AET

Biechele Royce Advisors’s Aetna Inc AET Stock Holding History

Biechele Royce 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
-6,121
Closed -$1.24M – 51
2018
Q3 		$1.24M Sell
6,121
-34
-0.6% -$6.64K 0.78% 33
2018
Q2 		$1.13M Sell
6,155
-18
-0.3% -$3.21K 0.76% 34
2018
Q1 		$1.04M Sell
6,173
-49
-0.8% -$8.8K 0.73% 35
2017
Q4 		$1.12M Buy
+6,222
New +$1.07M 0.76% 33

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

Biechele Royce Advisors's AET Position: Q4 2018 in Review

Biechele Royce Advisors sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 6,121 shares — an estimated $1.24M sold.

Biechele Royce Advisors first reported a position in AET in Q4 2017 and held it in 4 quarters. The position peaked at $1.24M in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Biechele Royce Advisors reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Biechele Royce Advisors sold 6,121 Aetna Inc shares in Q4 2018, an estimated $1.24M.
  • Biechele Royce Advisors first reported a position in Aetna Inc in Q4 2017 and held it in 4 quarters.
  • Biechele Royce Advisors's Aetna Inc position peaked at $1.24M in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Biechele Royce Advisors's 13F filing for Q4 2018, filed 5 Feb 2019.