CPIG
AET

Chicago Partners Investment Group’s Aetna Inc AET Stock Holding History

Chicago Partners Investment Group’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
-2,000
Closed -$390K – 1084
2018
Q3 		$390K Buy
2,000
+1,000
+100% +$195K 0.06% 219
2018
Q2 		$184K Sell
1,000
-197
-16% -$35.1K 0.03% 288
2018
Q1 		$202K Buy
1,197
+197
+20% +$35.4K 0.03% 251
2017
Q4 		$180K Sell
1,000
-65
-6% -$11.2K 0.03% 271
2017
Q3 		$169K Sell
1,065
-935
-47% -$146K 0.03% 277
2017
Q2 		$276K Buy
+2,000
New +$283K 0.07% 159
2015
Q2 		– Sell
-94
Closed -$8K – 500
2015
Q1 		$8K Sell
94
-171
-65% -$16.8K ﹤0.01% 381
2014
Q4 		$24K Buy
+265
New +$22.2K 0.01% 273

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

Chicago Partners Investment Group's AET Position: Q4 2018 in Review

Chicago Partners Investment Group sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 2,000 shares — an estimated $390K sold.

Chicago Partners Investment Group first reported a position in AET in Q4 2014 and held it in 8 quarters. The position peaked at $390K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Chicago Partners Investment Group reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Chicago Partners Investment Group sold 2,000 Aetna Inc shares in Q4 2018, an estimated $390K.
  • Chicago Partners Investment Group first reported a position in Aetna Inc in Q4 2014 and held it in 8 quarters.
  • Chicago Partners Investment Group's Aetna Inc position peaked at $390K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Chicago Partners Investment Group's 13F filing for Q4 2018, filed 11 Jan 2019.