BWA
AET

Burt Wealth Advisors’s Aetna Inc AET Stock Holding History

Burt Wealth Advisors’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
-25
Closed -$5K – 414
2018
Q3 		$5K Hold
25
– – ﹤0.01% 325
2018
Q2 		$5K Hold
25
– – ﹤0.01% 313
2018
Q1 		$4K Hold
25
– – ﹤0.01% 333
2017
Q4 		$5K Buy
+25
New +$4.29K ﹤0.01% 310

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

Burt Wealth Advisors's AET Position: Q4 2018 in Review

Burt Wealth Advisors sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 25 shares — an estimated $5K sold.

Burt Wealth Advisors first reported a position in AET in Q4 2017 and held it in 4 quarters. The position peaked at $5K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Burt Wealth Advisors reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Burt Wealth Advisors sold 25 Aetna Inc shares in Q4 2018, an estimated $5K.
  • Burt Wealth Advisors first reported a position in Aetna Inc in Q4 2017 and held it in 4 quarters.
  • Burt Wealth Advisors's Aetna Inc position peaked at $5K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Burt Wealth Advisors's 13F filing for Q4 2018, filed 8 Feb 2019.