CFA
AET

Carroll Financial Associates’s Aetna Inc AET Stock Holding History

Carroll Financial Associates’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
-6,616
Closed -$1.34M – 1448
2018
Q3 		$1.34M Buy
6,616
+1
+0% +$195 0.14% 98
2018
Q2 		$1.21M Hold
6,615
– – 0.13% 102
2018
Q1 		$1.12M Sell
6,615
-59
-0.9% -$10.6K 0.12% 106
2017
Q4 		$1.2M Sell
6,674
-9
-0.1% -$1.55K 0.13% 97
2017
Q3 		$1.08M Sell
6,683
-125
-2% -$19.5K 0.12% 101
2017
Q2 		$1.03M Buy
6,808
+6,078
+833% +$859K 0.12% 105
2017
Q1 		$93K Hold
730
– – 0.01% 369
2016
Q4 		$90K Buy
730
+100
+16% +$12K 0.01% 365
2016
Q3 		$72K Buy
630
+11
+2% +$1.29K 0.01% 402
2016
Q2 		$75K Sell
619
-82
-12% -$9.41K 0.01% 381
2016
Q1 		$78K Buy
701
+91
+15% +$9.74K 0.01% 354
2015
Q4 		$65K Buy
610
+270
+79% +$29.2K 0.01% 363
2015
Q3 		$36K Hold
340
– – 0.01% 457
2015
Q2 		$43K Buy
+340
New +$38.8K 0.01% 411
2014
Q4 		– Sell
-364
Closed -$30K – 937
2014
Q3 		$30K Buy
364
+106
+41% +$8.63K 0.01% 385
2014
Q2 		$21K Hold
258
– – 0.01% 472
2014
Q1 		$19K Hold
258
– – 0.01% 433
2013
Q4 		$17K Sell
258
-19
-7% -$1.24K 0.01% 447
2013
Q3 		$17K Hold
277
– – 0.01% 449
2013
Q2 		$17K Buy
+277
New +$16.3K 0.01% 352

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 $953M AUM 24.79% 1-Year Est. Return

Carroll Financial Associates's AET Position: Q4 2018 in Review

Carroll Financial Associates sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 6,616 shares — an estimated $1.34M sold.

Carroll Financial Associates first reported a position in AET in Q2 2013 and held it in 20 quarters. The position peaked at $1.34M in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Carroll Financial Associates reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Carroll Financial Associates sold 6,616 Aetna Inc shares in Q4 2018, an estimated $1.34M.
  • Carroll Financial Associates first reported a position in Aetna Inc in Q2 2013 and held it in 20 quarters.
  • Carroll Financial Associates's Aetna Inc position peaked at $1.34M in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Carroll Financial Associates's 13F filing for Q4 2018, filed 11 Jan 2019.