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
-1,500
Closed -$22K – 2202
2018
Q3 		$22K Sell
1,500
-1,800
-55% -$352K ﹤0.01% 1945
2018
Q2 		$12K Hold
3,300
– – ﹤0.01% 1944
2018
Q1 		$10K Buy
+3,300
New +$593K ﹤0.01% 1936
2015
Q4 		– Sell
-100
Closed -$2K – 4700
2015
Q3 		$2K Buy
+100
New +$11.6K ﹤0.01% 4016
2015
Q2 		– Sell
-2,000
Closed -$39K – 3597
2015
Q1 		$39K Buy
2,000
+1,500
+300% +$147K ﹤0.01% 2207
2014
Q4 		$10K Hold
500
– – ﹤0.01% 3144
2014
Q3 		$6K Sell
500
-500
-50% -$40.7K ﹤0.01% 3238
2014
Q2 		$13K Hold
1,000
– – ﹤0.01% 2757
2014
Q1 		$9K Buy
+1,000
New +$70.8K ﹤0.01% 2822

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.