CIA
AET

CSat Investment Advisory’s Aetna Inc AET Stock Holding History

CSat Investment Advisory’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
-941
Closed -$191K – 556
2018
Q3 		$191K Buy
941
+58
+7% +$11.3K 0.11% 111
2018
Q2 		$162K Buy
+883
New +$157K 0.09% 121

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

CSat Investment Advisory's AET Position: Q4 2018 in Review

CSat Investment Advisory sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 941 shares — an estimated $191K sold.

CSat Investment Advisory first reported a position in AET in Q2 2018 and held it in 2 quarters. The position peaked at $191K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • CSat Investment Advisory reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • CSat Investment Advisory sold 941 Aetna Inc shares in Q4 2018, an estimated $191K.
  • CSat Investment Advisory first reported a position in Aetna Inc in Q2 2018 and held it in 2 quarters.
  • CSat Investment Advisory's Aetna Inc position peaked at $191K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on CSat Investment Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.