DWM
AET

Doyle Wealth Management’s Aetna Inc AET Stock Holding History

Doyle 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
-2,031
Closed -$412K – 874
2018
Q3 		$412K Buy
2,031
+113
+6% +$22.1K 0.06% 127
2018
Q2 		$352K Sell
1,918
-184
-9% -$32.8K 0.06% 132
2018
Q1 		$355K Buy
2,102
+182
+9% +$32.7K 0.06% 119
2017
Q4 		$346K Buy
1,920
+301
+19% +$51.7K 0.06% 122
2017
Q3 		$257K Buy
1,619
+211
+15% +$33K 0.05% 130
2017
Q2 		$214K Buy
+1,408
New +$199K 0.04% 134

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

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

Doyle Wealth Management sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 2,031 shares — an estimated $412K sold.

Doyle Wealth Management first reported a position in AET in Q2 2017 and held it in 6 quarters. The position peaked at $412K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Doyle Wealth Management reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Doyle Wealth Management sold 2,031 Aetna Inc shares in Q4 2018, an estimated $412K.
  • Doyle Wealth Management first reported a position in Aetna Inc in Q2 2017 and held it in 6 quarters.
  • Doyle Wealth Management's Aetna Inc position peaked at $412K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Doyle Wealth Management's 13F filing for Q4 2018, filed 8 Feb 2019.