Ferris Capital’s Aetna Inc AET Stock Holding History

Ferris Capital’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	-440	Closed	-$89K	–	708
2018 Q3	$89K	Sell	440 -57	-11%	-$11.1K	0.04%	215
2018 Q2	$91K	Sell	497 -51	-9%	-$9.09K	0.04%	206
2018 Q1	$93K	Buy	+548	New	+$98.5K	0.04%	229
2017 Q3	–	Sell	-509	Closed	-$77K	–	639
2017 Q2	$77K	Buy	+509	New	+$71.9K	0.04%	212

Other funds holding AET

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 Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return

Ferris Capital's AET Position: Q4 2018 in Review

Ferris Capital sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 440 shares — an estimated $89K sold.

Ferris Capital first reported a position in AET in Q2 2017 and held it in 4 quarters. The position peaked at $93K in Q1 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

Ferris Capital reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
Ferris Capital sold 440 Aetna Inc shares in Q4 2018, an estimated $89K.
Ferris Capital first reported a position in Aetna Inc in Q2 2017 and held it in 4 quarters.
Ferris Capital's Aetna Inc position peaked at $93K in Q1 2018.
6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Ferris Capital's 13F filing for Q4 2018, filed 13 Feb 2019.