BAM
AET

Bruderman Asset Management’s Aetna Inc AET Stock Holding History

Bruderman Asset Management’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
-700
Closed -$142K – 715
2018
Q3 		$142K Hold
700
– – 0.03% 122
2018
Q2 		$128K Hold
700
– – 0.03% 135
2018
Q1 		$118K Buy
+700
New +$126K 0.03% 155
2017
Q3 		– Sell
-700
Closed -$106K – 348
2017
Q2 		$106K Buy
+700
New +$98.9K 0.03% 152
2017
Q1 		– Sell
-700
Closed -$87K – 352
2016
Q4 		$87K Hold
700
– – 0.03% 160
2016
Q3 		$81K Hold
700
– – 0.02% 172
2016
Q2 		$85K Hold
700
– – 0.03% 172
2016
Q1 		$79K Hold
700
– – 0.03% 166
2015
Q4 		$76K Sell
700
-35
-5% -$3.78K 0.03% 173
2015
Q3 		$80K Buy
735
+35
+5% +$4.04K 0.03% 171
2015
Q2 		$89K Hold
700
– – 0.03% 164
2015
Q1 		$75K Buy
+700
New +$68.6K 0.03% 183

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

Bruderman Asset Management's AET Position: Q4 2018 in Review

Bruderman Asset Management sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 700 shares — an estimated $142K sold.

Bruderman Asset Management first reported a position in AET in Q1 2015 and held it in 12 quarters. The position peaked at $142K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Bruderman Asset Management reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Bruderman Asset Management sold 700 Aetna Inc shares in Q4 2018, an estimated $142K.
  • Bruderman Asset Management first reported a position in Aetna Inc in Q1 2015 and held it in 12 quarters.
  • Bruderman Asset Management's Aetna Inc position peaked at $142K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Bruderman Asset Management's 13F filing for Q4 2018, filed 11 Feb 2019.