BFO
AET

Biltmore Family Office’s Aetna Inc AET Stock Holding History

Biltmore Family Office’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
-995
Closed -$202K – 155
2018
Q3 		$202K Buy
+995
New +$194K 0.1% 146

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 $953M AUM 24.79% 1-Year Est. Return

Biltmore Family Office's AET Position: Q4 2018 in Review

Biltmore Family Office sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 995 shares — an estimated $202K sold.

Biltmore Family Office first reported a position in AET in Q3 2018 and held it in 1 quarter. The position peaked at $202K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Biltmore Family Office reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Biltmore Family Office sold 995 Aetna Inc shares in Q4 2018, an estimated $202K.
  • Biltmore Family Office first reported a position in Aetna Inc in Q3 2018 and held it in 1 quarter.
  • Biltmore Family Office's Aetna Inc position peaked at $202K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Biltmore Family Office's 13F filing for Q4 2018, filed 13 Feb 2019.