EWA
AET

Exencial Wealth Advisors’s Aetna Inc AET Stock Holding History

Exencial 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
-1,338
Closed -$271K – 235
2018
Q3 		$271K Hold
1,338
– – 0.06% 154
2018
Q2 		$246K Sell
1,338
-26
-2% -$4.63K 0.07% 154
2018
Q1 		$231K Buy
1,364
+89
+7% +$16K 0.07% 156
2017
Q4 		$230K Hold
1,275
– – 0.07% 165
2017
Q3 		$203K Buy
+1,275
New +$199K 0.07% 168

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

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

Exencial Wealth Advisors sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 1,338 shares — an estimated $271K sold.

Exencial Wealth Advisors first reported a position in AET in Q3 2017 and held it in 5 quarters. The position peaked at $271K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Exencial Wealth Advisors reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Exencial Wealth Advisors sold 1,338 Aetna Inc shares in Q4 2018, an estimated $271K.
  • Exencial Wealth Advisors first reported a position in Aetna Inc in Q3 2017 and held it in 5 quarters.
  • Exencial Wealth Advisors's Aetna Inc position peaked at $271K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Exencial Wealth Advisors's 13F filing for Q4 2018, filed 6 Feb 2019.