EWM
AET

Evermay Wealth Management’s Aetna Inc AET Stock Holding History

Evermay 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
-1,205
Closed -$244K – 154
2018
Q3 		$244K Hold
1,205
– – 0.08% 124
2018
Q2 		$221K Hold
1,205
– – 0.07% 126
2018
Q1 		$204K Buy
1,205
+95
+9% +$17.1K 0.07% 132
2017
Q4 		$200K Buy
+1,110
New +$191K 0.07% 140

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

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

Evermay Wealth Management sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 1,205 shares — an estimated $244K sold.

Evermay Wealth Management first reported a position in AET in Q4 2017 and held it in 4 quarters. The position peaked at $244K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Evermay Wealth Management reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Evermay Wealth Management sold 1,205 Aetna Inc shares in Q4 2018, an estimated $244K.
  • Evermay Wealth Management first reported a position in Aetna Inc in Q4 2017 and held it in 4 quarters.
  • Evermay Wealth Management's Aetna Inc position peaked at $244K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Evermay Wealth Management's 13F filing for Q4 2018, filed 24 Jan 2019.