DY
AET

Dowling & Yahnke’s Aetna Inc AET Stock Holding History

Dowling & Yahnke’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
-5,869
Closed -$1.19M – 291
2018
Q3 		$1.19M Sell
5,869
-145
-2% -$28.3K 0.1% 183
2018
Q2 		$1.1M Buy
6,014
+60
+1% +$10.7K 0.1% 185
2018
Q1 		$1.01M Sell
5,954
-107
-2% -$19.2K 0.09% 189
2017
Q4 		$1.09M Sell
6,061
-45
-0.7% -$7.73K 0.1% 185
2017
Q3 		$971K Buy
6,106
+220
+4% +$34.4K 0.1% 183
2017
Q2 		$894K Sell
5,886
-25
-0.4% -$3.53K 0.09% 183
2017
Q1 		$754K Buy
5,911
+86
+1% +$10.8K 0.08% 198
2016
Q4 		$722K Buy
5,825
+407
+8% +$48.7K 0.08% 188
2016
Q3 		$626K Buy
5,418
+854
+19% +$100K 0.07% 189
2016
Q2 		$557K Buy
4,564
+1,035
+29% +$119K 0.07% 194
2016
Q1 		$396K Buy
3,529
+885
+33% +$94.7K 0.05% 208
2015
Q4 		$286K Buy
2,644
+721
+37% +$77.9K 0.04% 229
2015
Q3 		$210K Buy
+1,923
New +$222K 0.03% 246

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

Dowling & Yahnke's AET Position: Q4 2018 in Review

Dowling & Yahnke sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 5,869 shares — an estimated $1.19M sold.

Dowling & Yahnke first reported a position in AET in Q3 2015 and held it in 13 quarters. The position peaked at $1.19M in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Dowling & Yahnke reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Dowling & Yahnke sold 5,869 Aetna Inc shares in Q4 2018, an estimated $1.19M.
  • Dowling & Yahnke first reported a position in Aetna Inc in Q3 2015 and held it in 13 quarters.
  • Dowling & Yahnke's Aetna Inc position peaked at $1.19M in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Dowling & Yahnke's 13F filing for Q4 2018, filed 24 Jan 2019.