EWA
AET

EP Wealth Advisors’s Aetna Inc AET Stock Holding History

EP Wealth Advisors’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
-1,860
Closed -$377K – 305
2018
Q3 		$377K Buy
1,860
+226
+14% +$44.2K 0.03% 198
2018
Q2 		$300K Buy
+1,634
New +$291K 0.03% 155

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

EP Wealth Advisors's AET Position: Q4 2018 in Review

EP Wealth Advisors sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 1,860 shares — an estimated $377K sold.

EP Wealth Advisors first reported a position in AET in Q2 2018 and held it in 2 quarters. The position peaked at $377K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • EP Wealth Advisors reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • EP Wealth Advisors sold 1,860 Aetna Inc shares in Q4 2018, an estimated $377K.
  • EP Wealth Advisors first reported a position in Aetna Inc in Q2 2018 and held it in 2 quarters.
  • EP Wealth Advisors's Aetna Inc position peaked at $377K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on EP Wealth Advisors's 13F filing for Q4 2018, filed 19 Feb 2019.