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AET

FDx Advisors’s Aetna Inc AET Stock Holding History

FDx 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
-3,150
Closed -$639K – 893
2018
Q3 		$639K Sell
3,150
-1,594
-34% -$312K 0.02% 455
2018
Q2 		$871K Sell
4,744
-1,457
-23% -$260K 0.03% 398
2018
Q1 		$1.05M Sell
6,201
-2,343
-27% -$421K 0.03% 500
2017
Q4 		$1.54M Sell
8,544
-1,827
-18% -$314K 0.04% 409
2017
Q3 		$1.65M Buy
10,371
+1,777
+21% +$278K 0.05% 375
2017
Q2 		$1.3M Buy
8,594
+835
+11% +$118K 0.04% 444
2017
Q1 		$990K Buy
7,759
+1,981
+34% +$249K 0.03% 530
2016
Q4 		$717K Buy
5,778
+1,761
+44% +$211K 0.02% 632
2016
Q3 		$464K Buy
4,017
+57
+1% +$6.68K 0.02% 653
2016
Q2 		$484K Sell
3,960
-2,568
-39% -$295K 0.02% 603
2016
Q1 		$733K Buy
6,528
+1,847
+39% +$198K 0.03% 467
2015
Q4 		$506K Buy
+4,681
New +$506K 0.02% 556
2015
Q3 		– Sell
-5,225
Closed -$666K – 940
2015
Q2 		$666K Sell
5,225
-3,375
-39% -$385K 0.03% 477
2015
Q1 		$1.21M Buy
8,600
+1,632
+23% +$160K 0.03% 525
2014
Q4 		$619K Sell
6,968
-84
-1% -$7.05K 0.04% 476
2014
Q3 		$571K Buy
+7,052
New +$574K 0.04% 525

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

FDx Advisors's AET Position: Q4 2018 in Review

FDx Advisors sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 3,150 shares — an estimated $639K sold.

FDx Advisors first reported a position in AET in Q3 2014 and held it in 16 quarters. The position peaked at $1.65M in Q3 2017. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • FDx Advisors reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • FDx Advisors sold 3,150 Aetna Inc shares in Q4 2018, an estimated $639K.
  • FDx Advisors first reported a position in Aetna Inc in Q3 2014 and held it in 16 quarters.
  • FDx Advisors's Aetna Inc position peaked at $1.65M in Q3 2017.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on FDx Advisors's 13F filing for Q4 2018, filed 7 Feb 2019.