Cerity Partners
AET

Cerity Partners’s Aetna Inc AET Stock Holding History

Cerity Partners’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
-1,175
Closed -$238K – 575
2018
Q3 		$238K Sell
1,175
-198
-14% -$38.7K 0.02% 476
2018
Q2 		$252K Buy
1,373
+111
+9% +$19.8K 0.02% 462
2018
Q1 		$213K Sell
1,262
-104
-8% -$18.7K 0.02% 495
2017
Q4 		$246K Buy
1,366
+4
+0.3% +$687 0.02% 488
2017
Q3 		$216K Buy
+1,362
New +$213K 0.02% 523

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

Cerity Partners's AET Position: Q4 2018 in Review

Cerity Partners sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 1,175 shares — an estimated $238K sold.

Cerity Partners first reported a position in AET in Q3 2017 and held it in 5 quarters. The position peaked at $252K in Q2 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Cerity Partners reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Cerity Partners sold 1,175 Aetna Inc shares in Q4 2018, an estimated $238K.
  • Cerity Partners first reported a position in Aetna Inc in Q3 2017 and held it in 5 quarters.
  • Cerity Partners's Aetna Inc position peaked at $252K in Q2 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Cerity Partners's 13F filing for Q4 2018, filed 6 Feb 2019.