BSW
AET

Buckingham Strategic Wealth’s Aetna Inc AET Stock Holding History

Buckingham Strategic Wealth’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
-1,786
Closed -$362K – 397
2018
Q3 		$362K Buy
1,786
+158
+10% +$30.9K 0.06% 242
2018
Q2 		$299K Buy
+1,628
New +$290K 0.05% 261

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

Buckingham Strategic Wealth's AET Position: Q4 2018 in Review

Buckingham Strategic Wealth sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 1,786 shares — an estimated $362K sold.

Buckingham Strategic Wealth first reported a position in AET in Q2 2018 and held it in 2 quarters. The position peaked at $362K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Buckingham Strategic Wealth reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 1,786 Aetna Inc shares in Q4 2018, an estimated $362K.
  • Buckingham Strategic Wealth first reported a position in Aetna Inc in Q2 2018 and held it in 2 quarters.
  • Buckingham Strategic Wealth's Aetna Inc position peaked at $362K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Buckingham Strategic Wealth's 13F filing for Q4 2018, filed 11 Feb 2019.