CWM
AET

Catamount Wealth Management’s Aetna Inc AET Stock Holding History

Catamount 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
-601
Closed -$122K – 236
2018
Q3 		$122K Hold
601
– – 0.06% 56
2018
Q2 		$117K Hold
601
– – 0.06% 53
2018
Q1 		$102K Hold
601
– – 0.05% 58
2017
Q4 		$108K Hold
601
– – 0.06% 53
2017
Q3 		$96K Buy
601
+150
+33% +$23.4K 0.06% 51
2017
Q2 		$68K Hold
451
– – 0.04% 75
2017
Q1 		$58K Hold
451
– – 0.04% 77
2016
Q4 		$56K Hold
451
– – 0.05% 65
2016
Q3 		$51K Hold
451
– – 0.04% 68
2016
Q2 		$55K Hold
451
– – 0.06% 48
2016
Q1 		$51K Hold
451
– – 0.06% 48
2015
Q4 		$49K Hold
451
– – 0.04% 50
2015
Q3 		$49K Hold
451
– – 0.05% 47
2015
Q2 		$57K Hold
451
– – 0.04% 65
2015
Q1 		$48K Buy
451
+150
+50% +$14.7K 0.04% 61
2014
Q4 		$27K Buy
+301
New +$25.3K 0.03% 60

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

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

Catamount Wealth Management sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 601 shares — an estimated $122K sold.

Catamount Wealth Management first reported a position in AET in Q4 2014 and held it in 16 quarters. The position peaked at $122K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Catamount Wealth Management reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Catamount Wealth Management sold 601 Aetna Inc shares in Q4 2018, an estimated $122K.
  • Catamount Wealth Management first reported a position in Aetna Inc in Q4 2014 and held it in 16 quarters.
  • Catamount Wealth Management's Aetna Inc position peaked at $122K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

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