CT
AET

Coastline Trust’s Aetna Inc AET Stock Holding History

Coastline 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
-2,765
Closed -$561K – 339
2018
Q3 		$561K Buy
2,765
+430
+18% +$84K 0.08% 249
2018
Q2 		$428K Buy
2,335
+230
+11% +$41K 0.06% 265
2018
Q1 		$356K Buy
2,105
+850
+68% +$153K 0.05% 273
2017
Q4 		$226K Buy
+1,255
New +$216K 0.03% 303

Other funds holding AET

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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 $59.5B AUM 35.96% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

Coastline Trust's AET Position: Q4 2018 in Review

Coastline Trust sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 2,765 shares — an estimated $561K sold.

Coastline Trust first reported a position in AET in Q4 2017 and held it in 4 quarters. The position peaked at $561K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Coastline Trust reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Coastline Trust sold 2,765 Aetna Inc shares in Q4 2018, an estimated $561K.
  • Coastline Trust first reported a position in Aetna Inc in Q4 2017 and held it in 4 quarters.
  • Coastline Trust's Aetna Inc position peaked at $561K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Coastline Trust's 13F filing for Q4 2018, filed 15 Jan 2019.