CAPTRUST Financial Advisors’s Aetna Inc AET Stock Holding History

CAPTRUST Financial 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	-9,106	Closed	-$1.85M	–	1737
2018 Q3	$1.85M	Buy	9,106 +1,276	+16%	+$249K	0.08%	158
2018 Q2	$1.44M	Buy	7,830 +194	+3%	+$34.6K	0.08%	144
2018 Q1	$1.28M	Buy	7,636 +683	+10%	+$123K	0.08%	142
2017 Q4	$1.25M	Buy	6,953 +1,251	+22%	+$215K	0.08%	154
2017 Q3	$1.02M	Sell	5,702 -642	-10%	-$100K	0.08%	105
2017 Q2	$963K	Buy	+6,344	New	+$897K	0.12%	55

Other funds holding AET

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 Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return

CAPTRUST Financial Advisors's AET Position: Q4 2018 in Review

CAPTRUST Financial Advisors sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 9,106 shares — an estimated $1.85M sold.

CAPTRUST Financial Advisors first reported a position in AET in Q2 2017 and held it in 6 quarters. The position peaked at $1.85M in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

CAPTRUST Financial Advisors reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
CAPTRUST Financial Advisors sold 9,106 Aetna Inc shares in Q4 2018, an estimated $1.85M.
CAPTRUST Financial Advisors first reported a position in Aetna Inc in Q2 2017 and held it in 6 quarters.
CAPTRUST Financial Advisors's Aetna Inc position peaked at $1.85M in Q3 2018.
6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on CAPTRUST Financial Advisors's 13F filing for Q4 2018, filed 13 Feb 2019.