BO
AET

BRR OpCo’s Aetna Inc AET Stock Holding History

BRR OpCo’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
-1,564
Closed -$317K – 123
2018
Q3 		$317K Buy
1,564
+90
+6% +$17.6K 0.06% 81
2018
Q2 		$270K Buy
1,474
+15
+1% +$2.67K 0.07% 85
2018
Q1 		$246K Hold
1,459
– – 0.07% 85
2017
Q4 		$263K Buy
1,459
+196
+16% +$33.7K 0.07% 78
2017
Q3 		$200K Buy
+1,263
New +$197K 0.06% 96

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

BRR OpCo's AET Position: Q4 2018 in Review

BRR OpCo sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 1,564 shares — an estimated $317K sold.

BRR OpCo first reported a position in AET in Q3 2017 and held it in 5 quarters. The position peaked at $317K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • BRR OpCo reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • BRR OpCo sold 1,564 Aetna Inc shares in Q4 2018, an estimated $317K.
  • BRR OpCo first reported a position in Aetna Inc in Q3 2017 and held it in 5 quarters.
  • BRR OpCo's Aetna Inc position peaked at $317K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on BRR OpCo's 13F filing for Q4 2018, filed 14 Feb 2019.