BWM
AET

Buckley Wealth Management’s Aetna Inc AET Stock Holding History

Buckley Wealth 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
-8,034
Closed -$1.63M – 156
2018
Q3 		$1.63M Sell
8,034
-378
-4% -$73.9K 0.71% 33
2018
Q2 		$1.54M Sell
8,412
-160
-2% -$28.5K 0.73% 33
2018
Q1 		$1.45M Buy
8,572
+226
+3% +$40.6K 0.72% 34
2017
Q4 		$1.51M Buy
+8,346
New +$1.43M 0.76% 36

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

Buckley Wealth Management's AET Position: Q4 2018 in Review

Buckley Wealth Management sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 8,034 shares — an estimated $1.63M sold.

Buckley Wealth Management first reported a position in AET in Q4 2017 and held it in 4 quarters. The position peaked at $1.63M in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Buckley Wealth Management reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Buckley Wealth Management sold 8,034 Aetna Inc shares in Q4 2018, an estimated $1.63M.
  • Buckley Wealth Management first reported a position in Aetna Inc in Q4 2017 and held it in 4 quarters.
  • Buckley Wealth Management's Aetna Inc position peaked at $1.63M in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Buckley Wealth Management's 13F filing for Q4 2018, filed 1 Feb 2019.