CCM
AET

Coldstream Capital Management’s Aetna Inc AET Stock Holding History

Coldstream Capital Management’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
-1,073
Closed -$218K – 408
2018
Q3 		$218K Buy
+1,073
New +$210K 0.02% 334

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

Coldstream Capital Management's AET Position: Q4 2018 in Review

Coldstream Capital Management sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 1,073 shares — an estimated $218K sold.

Coldstream Capital Management first reported a position in AET in Q3 2018 and held it in 1 quarter. The position peaked at $218K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Coldstream Capital Management reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Coldstream Capital Management sold 1,073 Aetna Inc shares in Q4 2018, an estimated $218K.
  • Coldstream Capital Management first reported a position in Aetna Inc in Q3 2018 and held it in 1 quarter.
  • Coldstream Capital Management's Aetna Inc position peaked at $218K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Coldstream Capital Management's 13F filing for Q4 2018, filed 26 Feb 2019.