DJSG
AET

D.J. St. Germain’s Aetna Inc AET Stock Holding History

D.J. St. Germain’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
-2,661
Closed -$540K – 184
2018
Q3 		$540K Hold
2,661
– – 0.06% 115
2018
Q2 		$488K Hold
2,661
– – 0.06% 112
2018
Q1 		$450K Buy
2,661
+299
+13% +$53.7K 0.06% 109
2017
Q4 		$426K Buy
+2,362
New +$406K 0.05% 106

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

D.J. St. Germain's AET Position: Q4 2018 in Review

D.J. St. Germain sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 2,661 shares — an estimated $540K sold.

D.J. St. Germain first reported a position in AET in Q4 2017 and held it in 4 quarters. The position peaked at $540K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • D.J. St. Germain reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • D.J. St. Germain sold 2,661 Aetna Inc shares in Q4 2018, an estimated $540K.
  • D.J. St. Germain first reported a position in Aetna Inc in Q4 2017 and held it in 4 quarters.
  • D.J. St. Germain's Aetna Inc position peaked at $540K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on D.J. St. Germain's 13F filing for Q4 2018, filed 5 Feb 2019.