DAS
AET

Dynamic Advisor Solutions’s Aetna Inc AET Stock Holding History

Dynamic Advisor Solutions’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
-2,694
Closed -$546K – 458
2018
Q3 		$546K Hold
2,694
– – 0.11% 205
2018
Q2 		$494K Buy
2,694
+20
+0.7% +$3.56K 0.11% 215
2018
Q1 		$452K Buy
2,674
+274
+11% +$49.2K 0.12% 200
2017
Q4 		$433K Sell
2,400
-6
-0.2% -$1.03K 0.14% 166
2017
Q3 		$383K Hold
2,406
– – 0.15% 162
2017
Q2 		$365K Hold
2,406
– – 0.14% 164
2017
Q1 		$307K Hold
2,406
– – 0.12% 172
2016
Q4 		$298K Buy
2,406
+6
+0.3% +$718 0.12% 175
2016
Q3 		$277K Hold
2,400
– – 0.1% 199
2016
Q2 		$293K Hold
2,400
– – 0.12% 166
2016
Q1 		$270K Hold
2,400
– – 0.11% 174
2015
Q4 		$259K Hold
2,400
– – 0.11% 189
2015
Q3 		$263K Sell
2,400
-53
-2% -$6.12K 0.13% 150
2015
Q2 		$313K Buy
2,453
+53
+2% +$6.05K 0.18% 120
2015
Q1 		$256K Hold
2,400
– – 0.13% 166
2014
Q4 		$213K Buy
+2,400
New +$201K 0.11% 175

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

Dynamic Advisor Solutions's AET Position: Q4 2018 in Review

Dynamic Advisor Solutions sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 2,694 shares — an estimated $546K sold.

Dynamic Advisor Solutions first reported a position in AET in Q4 2014 and held it in 16 quarters. The position peaked at $546K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Dynamic Advisor Solutions reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 2,694 Aetna Inc shares in Q4 2018, an estimated $546K.
  • Dynamic Advisor Solutions first reported a position in Aetna Inc in Q4 2014 and held it in 16 quarters.
  • Dynamic Advisor Solutions's Aetna Inc position peaked at $546K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2018, filed 29 Jan 2019.