CWA
AET

Clarus Wealth Advisors’s Aetna Inc AET Stock Holding History

Clarus Wealth Advisors’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
-50
Closed -$10K – 734
2018
Q3 		$10K Hold
50
– – 0.01% 548
2018
Q2 		$8K Buy
+50
New +$8.91K 0.01% 571

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

Clarus Wealth Advisors's AET Position: Q4 2018 in Review

Clarus Wealth Advisors sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 50 shares — an estimated $10K sold.

Clarus Wealth Advisors first reported a position in AET in Q2 2018 and held it in 2 quarters. The position peaked at $10K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Clarus Wealth Advisors reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Clarus Wealth Advisors sold 50 Aetna Inc shares in Q4 2018, an estimated $10K.
  • Clarus Wealth Advisors first reported a position in Aetna Inc in Q2 2018 and held it in 2 quarters.
  • Clarus Wealth Advisors's Aetna Inc position peaked at $10K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Clarus Wealth Advisors's 13F filing for Q4 2018, filed 7 Jan 2019.