BCI
AET

Brinker Capital Investments’s Aetna Inc AET Stock Holding History

Brinker Capital Investments’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
-18
Closed -$4K – 688
2018
Q3 		$4K Buy
+18
New +$3.52K ﹤0.01% 567
2015
Q1 		– Sell
-200
Closed -$18K – 481
2014
Q4 		$18K Hold
200
– – ﹤0.01% 337
2014
Q3 		$16K Buy
+200
New +$16.3K ﹤0.01% 311

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

Brinker Capital Investments's AET Position: Q4 2018 in Review

Brinker Capital Investments sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 18 shares — an estimated $4K sold.

Brinker Capital Investments first reported a position in AET in Q3 2014 and held it in 3 quarters. The position peaked at $18K in Q4 2014. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Brinker Capital Investments reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Brinker Capital Investments sold 18 Aetna Inc shares in Q4 2018, an estimated $4K.
  • Brinker Capital Investments first reported a position in Aetna Inc in Q3 2014 and held it in 3 quarters.
  • Brinker Capital Investments's Aetna Inc position peaked at $18K in Q4 2014.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

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