CFGS
AET

Concourse Financial Group Securities’s Aetna Inc AET Stock Holding History

Concourse Financial Group Securities’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
-618
Closed -$125K – 2294
2018
Q3 		$125K Buy
+618
New +$121K 0.04% 376

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

Concourse Financial Group Securities's AET Position: Q4 2018 in Review

Concourse Financial Group Securities sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 618 shares — an estimated $125K sold.

Concourse Financial Group Securities first reported a position in AET in Q3 2018 and held it in 1 quarter. The position peaked at $125K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Concourse Financial Group Securities reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Concourse Financial Group Securities sold 618 Aetna Inc shares in Q4 2018, an estimated $125K.
  • Concourse Financial Group Securities first reported a position in Aetna Inc in Q3 2018 and held it in 1 quarter.
  • Concourse Financial Group Securities's Aetna Inc position peaked at $125K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Concourse Financial Group Securities's 13F filing for Q4 2018, filed 14 Feb 2019.