Creative Planning
AET

Creative Planning’s Aetna Inc AET Stock Holding History

Creative Planning’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
-21,422
Closed -$4.34M – 2203
2018
Q3 		$4.34M Sell
21,422
-525
-2% -$103K 0.02% 300
2018
Q2 		$4.03M Buy
21,947
+2,161
+11% +$385K 0.02% 307
2018
Q1 		$3.34M Buy
19,786
+38
+0.2% +$6.83K 0.01% 337
2017
Q4 		$3.56M Buy
19,748
+1,666
+9% +$286K 0.02% 315
2017
Q3 		$2.88M Sell
18,082
-169
-0.9% -$26.4K 0.01% 365
2017
Q2 		$2.77M Buy
18,251
+1,677
+10% +$237K 0.01% 347
2017
Q1 		$2.11M Buy
16,574
+1,946
+13% +$244K 0.01% 405
2016
Q4 		$1.81M Sell
14,628
-4,051
-22% -$485K 0.01% 432
2016
Q3 		$2.16M Buy
18,679
+6,257
+50% +$733K 0.01% 357
2016
Q2 		$1.52M Buy
12,422
+357
+3% +$41K 0.01% 407
2016
Q1 		$1.36M Sell
12,065
-136
-1% -$14.6K 0.01% 412
2015
Q4 		$1.32M Buy
12,201
+1,196
+11% +$129K 0.01% 420
2015
Q3 		$1.2M Buy
+11,005
New +$1.27M 0.01% 435
2015
Q2 		– Sell
-10,723
Closed -$1.14M – 3598
2015
Q1 		$1.14M Sell
10,723
-2,107
-16% -$206K 0.01% 421
2014
Q4 		$1.14M Sell
12,830
-3,026
-19% -$254K 0.01% 411
2014
Q3 		$1.28M Buy
15,856
+4,495
+40% +$366K 0.01% 336
2014
Q2 		$921K Buy
11,361
+701
+7% +$53.1K 0.01% 412
2014
Q1 		$799K Hold
10,660
– – 0.01% 442
2013
Q4 		$731K Sell
10,660
-689
-6% -$45K 0.01% 396
2013
Q3 		$727K Buy
11,349
+6,815
+150% +$437K 0.01% 336
2013
Q2 		$288K Buy
+4,534
New +$266K 0.01% 560

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

Creative Planning's AET Position: Q4 2018 in Review

Creative Planning sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 21,422 shares — an estimated $4.34M sold.

Creative Planning first reported a position in AET in Q2 2013 and held it in 21 quarters. The position peaked at $4.34M in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Creative Planning reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Creative Planning sold 21,422 Aetna Inc shares in Q4 2018, an estimated $4.34M.
  • Creative Planning first reported a position in Aetna Inc in Q2 2013 and held it in 21 quarters.
  • Creative Planning's Aetna Inc position peaked at $4.34M in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Creative Planning's 13F filing for Q4 2018, filed 1 Feb 2019.