Clearstead Trust’s Aetna Inc AET Stock Holding History

Clearstead Trust’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	-1,350	Closed	-$274K	–	242
2018 Q3	$274K	Sell	1,350 -200	-13%	-$39.1K	0.21%	82
2018 Q2	$284K	Hold	1,550	–	–	0.25%	81
2018 Q1	$262K	Hold	1,550	–	–	0.22%	83
2017 Q4	$280K	Hold	1,550	–	–	0.19%	91
2017 Q3	$246K	Hold	1,550	–	–	0.18%	105
2017 Q2	$235K	Buy	+1,550	New	+$219K	0.19%	95

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 Trust's AET Position: Q4 2018 in Review

Clearstead Trust sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 1,350 shares — an estimated $274K sold.

Clearstead Trust first reported a position in AET in Q2 2017 and held it in 6 quarters. The position peaked at $284K in Q2 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

Clearstead Trust reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
Clearstead Trust sold 1,350 Aetna Inc shares in Q4 2018, an estimated $274K.
Clearstead Trust first reported a position in Aetna Inc in Q2 2017 and held it in 6 quarters.
Clearstead Trust's Aetna Inc position peaked at $284K in Q2 2018.
6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

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