EAM
AET

Evanson Asset Management’s Aetna Inc AET Stock Holding History

Evanson Asset 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
-2,075
Closed -$421K – 247
2018
Q3 		$421K Hold
2,075
– – 0.09% 145
2018
Q2 		$381K Hold
2,075
– – 0.08% 164
2018
Q1 		$351K Hold
2,075
– – 0.07% 170
2017
Q4 		$374K Buy
2,075
+174
+9% +$29.9K 0.08% 165
2017
Q3 		$302K Hold
1,901
– – 0.06% 175
2017
Q2 		$289K Hold
1,901
– – 0.07% 173
2017
Q1 		$242K Hold
1,901
– – 0.06% 187
2016
Q4 		$236K Hold
1,901
– – 0.07% 188
2016
Q3 		$219K Sell
1,901
-50
-3% -$5.86K 0.06% 184
2016
Q2 		$238K Buy
1,951
+50
+3% +$5.74K 0.07% 175
2016
Q1 		$214K Sell
1,901
-18
-0.9% -$1.93K 0.07% 177
2015
Q4 		$207K Sell
1,919
-344
-15% -$37.2K 0.08% 176
2015
Q3 		$248K Hold
2,263
– – 0.09% 162
2015
Q2 		$288K Hold
2,263
– – 0.1% 155
2015
Q1 		$241K Hold
2,263
– – 0.09% 162
2014
Q4 		$201K Buy
+2,263
New +$190K 0.07% 175
2014
Q1 		– Sell
-2,991
Closed -$205K – 180
2013
Q4 		$205K Buy
+2,991
New +$195K 0.09% 158

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

Evanson Asset Management's AET Position: Q4 2018 in Review

Evanson Asset Management sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 2,075 shares — an estimated $421K sold.

Evanson Asset Management first reported a position in AET in Q4 2013 and held it in 17 quarters. The position peaked at $421K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Evanson Asset Management reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Evanson Asset Management sold 2,075 Aetna Inc shares in Q4 2018, an estimated $421K.
  • Evanson Asset Management first reported a position in Aetna Inc in Q4 2013 and held it in 17 quarters.
  • Evanson Asset Management's Aetna Inc position peaked at $421K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Evanson Asset Management's 13F filing for Q4 2018, filed 17 Jan 2019.