FPS
AET

Fieldpoint Private Securities’s Aetna Inc AET Stock Holding History

Fieldpoint Private Securities’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
-270
Closed -$55K – 417
2018
Q3 		$55K Hold
270
– – 0.02% 300
2018
Q2 		$50K Hold
270
– – 0.02% 304
2018
Q1 		$46K Hold
270
– – 0.02% 304
2017
Q4 		$49K Hold
270
– – 0.03% 290
2017
Q3 		$43K Hold
270
– – 0.02% 409
2017
Q2 		$41K Hold
270
– – 0.03% 118
2017
Q1 		$34K Buy
+270
New +$33.9K 0.03% 223

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

Fieldpoint Private Securities's AET Position: Q4 2018 in Review

Fieldpoint Private Securities sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 270 shares — an estimated $55K sold.

Fieldpoint Private Securities first reported a position in AET in Q1 2017 and held it in 7 quarters. The position peaked at $55K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Fieldpoint Private Securities reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Fieldpoint Private Securities sold 270 Aetna Inc shares in Q4 2018, an estimated $55K.
  • Fieldpoint Private Securities first reported a position in Aetna Inc in Q1 2017 and held it in 7 quarters.
  • Fieldpoint Private Securities's Aetna Inc position peaked at $55K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Fieldpoint Private Securities's 13F filing for Q4 2018, filed 11 Feb 2019.