Excalibur Management’s Aetna Inc AET Stock Holding History

Excalibur 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	-1,633	Closed	-$331K	–	68
2018 Q3	$331K	Sell	1,633 -530	-25%	-$104K	0.28%	50
2018 Q2	$397K	Buy	+2,163	New	+$386K	0.32%	52

Other funds holding AET

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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 $59.5B AUM 35.96% 1-Year Est. Return

Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

Excalibur Management's AET Position: Q4 2018 in Review

Excalibur Management sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 1,633 shares — an estimated $331K sold.

Excalibur Management first reported a position in AET in Q2 2018 and held it in 2 quarters. The position peaked at $397K in Q2 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

Excalibur Management reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
Excalibur Management sold 1,633 Aetna Inc shares in Q4 2018, an estimated $331K.
Excalibur Management first reported a position in Aetna Inc in Q2 2018 and held it in 2 quarters.
Excalibur Management's Aetna Inc position peaked at $397K in Q2 2018.
6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Excalibur Management's 13F filing for Q4 2018, filed 29 Jan 2019.