Elkfork Partners’s Aetna Inc AET Stock Holding History

Elkfork Partners’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	-1,716	Closed	-$348K	–	1090
2018 Q3	$348K	Sell	1,716 -1,716	-50%	-$335K	0.01%	707
2018 Q2	$630K	Buy	3,432 +2,002	+140%	+$357K	0.02%	464
2018 Q1	$242K	Sell	1,430 -550	-28%	-$98.8K	0.01%	736
2017 Q4	$357K	Sell	1,980 -9,724	-83%	-$1.67M	0.01%	633
2017 Q3	$1.86M	Sell	11,704 -16,214	-58%	-$2.53M	0.05%	246
2017 Q2	$4.24M	Sell	27,918 -15,840	-36%	-$2.24M	0.13%	148
2017 Q1	$5.58M	Buy	43,758 +154	+0.4%	+$19.3K	0.17%	117
2016 Q4	$5.41M	Buy	+43,604	New	+$5.22M	0.18%	109

Other funds holding AET

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 Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return

Elkfork Partners's AET Position: Q4 2018 in Review

Elkfork Partners sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 1,716 shares — an estimated $348K sold.

Elkfork Partners first reported a position in AET in Q4 2016 and held it in 8 quarters. The position peaked at $5.58M in Q1 2017. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

Elkfork Partners reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
Elkfork Partners sold 1,716 Aetna Inc shares in Q4 2018, an estimated $348K.
Elkfork Partners first reported a position in Aetna Inc in Q4 2016 and held it in 8 quarters.
Elkfork Partners's Aetna Inc position peaked at $5.58M in Q1 2017.
6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Elkfork Partners's 13F filing for Q4 2018, filed 13 Feb 2019.