Clearstead Advisors’s Aetna Inc AET Stock Holding History

Clearstead 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	-1,941	Closed	-$394K	–	265
2018 Q3	$394K	Hold	1,941	–	–	0.05%	174
2018 Q2	$356K	Sell	1,941 -1,191	-38%	-$212K	0.05%	180
2018 Q1	$529K	Buy	3,132 +1,283	+69%	+$231K	0.08%	133
2017 Q4	$334K	Sell	1,849 -1,178	-39%	-$202K	0.05%	170
2017 Q3	$481K	Buy	3,027 +15	+0.5%	+$2.34K	0.06%	157
2017 Q2	$457K	Sell	3,012 -774	-20%	-$109K	0.07%	155
2017 Q1	$483K	Buy	3,786 +300	+9%	+$37.7K	0.07%	146
2016 Q4	$432K	Buy	+3,486	New	+$417K	0.07%	140

Other funds holding AET

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 Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return

Clearstead Advisors's AET Position: Q4 2018 in Review

Clearstead Advisors sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 1,941 shares — an estimated $394K sold.

Clearstead Advisors first reported a position in AET in Q4 2016 and held it in 8 quarters. The position peaked at $529K in Q1 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

Clearstead Advisors reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
Clearstead Advisors sold 1,941 Aetna Inc shares in Q4 2018, an estimated $394K.
Clearstead Advisors first reported a position in Aetna Inc in Q4 2016 and held it in 8 quarters.
Clearstead Advisors's Aetna Inc position peaked at $529K in Q1 2018.
6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Clearstead Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.