Carson Wealth (CWM LLC)
AET

Carson Wealth (CWM LLC)’s Aetna Inc AET Stock Holding History

Carson Wealth (CWM LLC)’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
-263
Closed -$53K – 2355
2018
Q3 		$53K Buy
263
+23
+10% +$4.5K ﹤0.01% 739
2018
Q2 		$44K Sell
240
-7
-3% -$1.25K ﹤0.01% 661
2018
Q1 		$42K Sell
247
-129
-34% -$23.2K ﹤0.01% 587
2017
Q4 		$68K Sell
376
-26
-6% -$4.47K ﹤0.01% 479
2017
Q3 		$64K Buy
402
+61
+18% +$9.53K ﹤0.01% 477
2017
Q2 		$52K Buy
341
+150
+79% +$21.2K ﹤0.01% 473
2017
Q1 		$24K Sell
191
-51
-21% -$6.4K ﹤0.01% 578
2016
Q4 		$30K Buy
242
+91
+60% +$10.9K ﹤0.01% 521
2016
Q3 		$17K Buy
+151
New +$17.7K ﹤0.01% 581
2014
Q1 		– Sell
-122
Closed -$8K – 566
2013
Q4 		$8K Hold
122
– – ﹤0.01% 479
2013
Q3 		$8K Buy
+122
New +$7.82K ﹤0.01% 343

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

Carson Wealth (CWM LLC)'s AET Position: Q4 2018 in Review

Carson Wealth (CWM LLC) sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 263 shares — an estimated $53K sold.

Carson Wealth (CWM LLC) first reported a position in AET in Q3 2013 and held it in 11 quarters. The position peaked at $68K in Q4 2017. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Carson Wealth (CWM LLC) reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 263 Aetna Inc shares in Q4 2018, an estimated $53K.
  • Carson Wealth (CWM LLC) first reported a position in Aetna Inc in Q3 2013 and held it in 11 quarters.
  • Carson Wealth (CWM LLC)'s Aetna Inc position peaked at $68K in Q4 2017.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2018, filed 25 Jan 2019.