Fiduciary Group’s Aetna Inc AET Stock Holding History

Fiduciary Group’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	-3,625	Closed	-$735K	–	184
2018 Q3	$735K	Buy	3,625 +125	+4%	+$24.4K	0.14%	101
2018 Q2	$642K	Hold	3,500	–	–	0.14%	102
2018 Q1	$592K	Hold	3,500	–	–	0.13%	111
2017 Q4	$631K	Hold	3,500	–	–	0.13%	107
2017 Q3	$557K	Hold	3,500	–	–	0.13%	113
2017 Q2	$531K	Hold	3,500	–	–	0.12%	118
2017 Q1	$446K	Sell	3,500 -700	-17%	-$87.9K	0.11%	129
2016 Q4	$521K	Buy	4,200 +150	+4%	+$18K	0.13%	120
2016 Q3	$468K	Hold	4,050	–	–	0.13%	125
2016 Q2	$495K	Sell	4,050 -450	-10%	-$51.7K	0.14%	123
2016 Q1	$506K	Hold	4,500	–	–	0.15%	122
2015 Q4	$487K	Sell	4,500 -575	-11%	-$62.2K	0.15%	122
2015 Q3	$555K	Sell	5,075 -225	-4%	-$26K	0.18%	126
2015 Q2	$676K	Buy	+5,300	New	+$605K	0.21%	119

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

Fiduciary Group's AET Position: Q4 2018 in Review

Fiduciary Group sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 3,625 shares — an estimated $735K sold.

Fiduciary Group first reported a position in AET in Q2 2015 and held it in 14 quarters. The position peaked at $735K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

Fiduciary Group reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
Fiduciary Group sold 3,625 Aetna Inc shares in Q4 2018, an estimated $735K.
Fiduciary Group first reported a position in Aetna Inc in Q2 2015 and held it in 14 quarters.
Fiduciary Group's Aetna Inc position peaked at $735K in Q3 2018.
6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Fiduciary Group's 13F filing for Q4 2018, filed 13 Feb 2019.