CAW
AET

Cornerstone Advisors (Washington)’s Aetna Inc AET Stock Holding History

Cornerstone Advisors (Washington)’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
-655
Closed -$133K – 1324
2018
Q3 		$133K Buy
655
+25
+4% +$4.89K 0.09% 170
2018
Q2 		$116K Buy
630
+30
+5% +$5.35K 0.08% 181
2018
Q1 		$101K Buy
600
+435
+264% +$78.2K 0.07% 194
2017
Q4 		$30K Hold
165
– – 0.02% 401
2017
Q3 		$26K Hold
165
– – 0.02% 429
2017
Q2 		$25K Hold
165
– – 0.01% 450
2017
Q1 		$21K Sell
165
-6
-4% -$753 0.01% 488
2016
Q4 		$21K Buy
171
+70
+69% +$8.38K 0.02% 484
2016
Q3 		$12K Hold
101
– – 0.01% 575
2016
Q2 		$12K Hold
101
– – 0.01% 392
2016
Q1 		$11K Buy
101
+45
+80% +$4.82K 0.01% 409
2015
Q4 		$6K Sell
56
-7
-11% -$757 0.01% 544
2015
Q3 		$7K Buy
63
+38
+152% +$4.39K 0.01% 515
2015
Q2 		$3K Hold
25
– – ﹤0.01% 543
2015
Q1 		$3K Hold
25
– – ﹤0.01% 561
2014
Q4 		$2K Buy
+25
New +$2.1K ﹤0.01% 652
2014
Q3 		– Sell
-8
Closed -$1K – 663
2014
Q2 		$1K Hold
8
– – ﹤0.01% 636
2014
Q1 		$1K Buy
+8
New +$566 ﹤0.01% 578

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

Cornerstone Advisors (Washington)'s AET Position: Q4 2018 in Review

Cornerstone Advisors (Washington) sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 655 shares — an estimated $133K sold.

Cornerstone Advisors (Washington) first reported a position in AET in Q1 2014 and held it in 18 quarters. The position peaked at $133K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Cornerstone Advisors (Washington) reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Advisors (Washington) sold 655 Aetna Inc shares in Q4 2018, an estimated $133K.
  • Cornerstone Advisors (Washington) first reported a position in Aetna Inc in Q1 2014 and held it in 18 quarters.
  • Cornerstone Advisors (Washington)'s Aetna Inc position peaked at $133K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q4 2018, filed 16 Jan 2019.