DWM
AET

Destination Wealth Management’s Aetna Inc AET Stock Holding History

Destination Wealth Management’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
-115
Closed -$23K – 750
2018
Q3 		$23K Buy
+115
New +$22.5K ﹤0.01% 388
2018
Q2 		– Sell
-182
Closed -$31K – 689
2018
Q1 		$31K Buy
+182
New +$32.7K ﹤0.01% 301

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

Destination Wealth Management's AET Position: Q4 2018 in Review

Destination Wealth Management sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 115 shares — an estimated $23K sold.

Destination Wealth Management first reported a position in AET in Q1 2018 and held it in 2 quarters. The position peaked at $31K in Q1 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Destination Wealth Management reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Destination Wealth Management sold 115 Aetna Inc shares in Q4 2018, an estimated $23K.
  • Destination Wealth Management first reported a position in Aetna Inc in Q1 2018 and held it in 2 quarters.
  • Destination Wealth Management's Aetna Inc position peaked at $31K in Q1 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Destination Wealth Management's 13F filing for Q4 2018, filed 5 Feb 2019.