CAC
AET

Certified Advisory Corp’s Aetna Inc AET Stock Holding History

Certified Advisory Corp’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
-430
Closed -$87K – 814
2018
Q3 		$87K Buy
430
+1
+0.2% +$195 0.04% 223
2018
Q2 		$79K Buy
429
+1
+0.2% +$178 0.04% 224
2018
Q1 		$72K Buy
+428
New +$76.9K 0.04% 224

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

Certified Advisory Corp's AET Position: Q4 2018 in Review

Certified Advisory Corp sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 430 shares — an estimated $87K sold.

Certified Advisory Corp first reported a position in AET in Q1 2018 and held it in 3 quarters. The position peaked at $87K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Certified Advisory Corp reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Certified Advisory Corp sold 430 Aetna Inc shares in Q4 2018, an estimated $87K.
  • Certified Advisory Corp first reported a position in Aetna Inc in Q1 2018 and held it in 3 quarters.
  • Certified Advisory Corp's Aetna Inc position peaked at $87K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Certified Advisory Corp's 13F filing for Q4 2018, filed 4 Feb 2019.