Crossmark Global Holdings’s Aetna Inc AET Stock Holding History

Crossmark Global Holdings’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	-28,775	Closed	-$5.84M	–	1630
2018 Q3	$5.84M	Sell	28,775 -2,907	-9%	-$568K	0.15%	166
2018 Q2	$5.81M	Sell	31,682 -1,152	-4%	-$205K	0.16%	154
2018 Q1	$5.55M	Sell	32,834 -3,199	-9%	-$575K	0.14%	180
2017 Q4	$6.5M	Sell	36,033 -4,838	-12%	-$831K	0.16%	161
2017 Q3	$6.5M	Buy	+40,871	New	+$6.38M	0.17%	148
2016 Q3	$6.5M	Buy	+40,871	New	+$4.79M	0.17%	148

Other funds holding AET

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 Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return

Crossmark Global Holdings's AET Position: Q4 2018 in Review

Crossmark Global Holdings sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 28,775 shares — an estimated $5.84M sold.

Crossmark Global Holdings first reported a position in AET in Q3 2016 and held it in 6 quarters. The position peaked at $6.5M in Q4 2017. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

Crossmark Global Holdings reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
Crossmark Global Holdings sold 28,775 Aetna Inc shares in Q4 2018, an estimated $5.84M.
Crossmark Global Holdings first reported a position in Aetna Inc in Q3 2016 and held it in 6 quarters.
Crossmark Global Holdings's Aetna Inc position peaked at $6.5M in Q4 2017.
6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Crossmark Global Holdings's 13F filing for Q4 2018, filed 31 Jan 2019.