CWM
AET

Cornerstone Wealth Management’s Aetna Inc AET Stock Holding History

Cornerstone Wealth 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
-245,349
Closed -$1.55M – 1313
2018
Q3 		$1.55M Sell
245,349
-25,213
-9% -$4.93M 0.02% 583
2018
Q2 		$1.46M Buy
270,562
+269,199
+19,750% +$48M 0.02% 639
2018
Q1 		$231K Sell
1,363
-154
-10% -$27.7K 0.04% 336
2017
Q4 		$282K Sell
1,517
-34
-2% -$5.84K 0.05% 314
2017
Q3 		$249K Buy
1,551
+135
+10% +$21.1K 0.05% 315
2017
Q2 		$220K Sell
1,416
-162
-10% -$22.9K 0.05% 334
2017
Q1 		$202K Buy
+1,578
New +$198K 0.05% 328
2016
Q4 		– Sell
-2,001
Closed -$230K – 309
2016
Q3 		$230K Buy
+2,001
New +$235K 0.08% 233

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 Wealth Management's AET Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 245,349 shares — an estimated $1.55M sold.

Cornerstone Wealth Management first reported a position in AET in Q3 2016 and held it in 8 quarters. The position peaked at $1.55M in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 245,349 Aetna Inc shares in Q4 2018, an estimated $1.55M.
  • Cornerstone Wealth Management first reported a position in Aetna Inc in Q3 2016 and held it in 8 quarters.
  • Cornerstone Wealth Management's Aetna Inc position peaked at $1.55M in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.