Financial Advocates Investment Management’s Aetna Inc AET Stock Holding History

Financial Advocates Investment Management’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	-1,717	Closed	-$348K	–	522
2018 Q3	$348K	Buy	1,717 +442	+35%	+$86.4K	0.04%	352
2018 Q2	$237K	Buy	1,275 +12	+1%	+$2.14K	0.03%	426
2018 Q1	$213K	Buy	1,263 +115	+10%	+$20.7K	0.03%	441
2017 Q4	$207K	Buy	+1,148	New	+$197K	0.03%	456

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 $953M AUM 24.79% 1-Year Est. Return

Financial Advocates Investment Management's AET Position: Q4 2018 in Review

Financial Advocates Investment Management sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 1,717 shares — an estimated $348K sold.

Financial Advocates Investment Management first reported a position in AET in Q4 2017 and held it in 4 quarters. The position peaked at $348K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

Financial Advocates Investment Management reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
Financial Advocates Investment Management sold 1,717 Aetna Inc shares in Q4 2018, an estimated $348K.
Financial Advocates Investment Management first reported a position in Aetna Inc in Q4 2017 and held it in 4 quarters.
Financial Advocates Investment Management's Aetna Inc position peaked at $348K in Q3 2018.
6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Financial Advocates Investment Management's 13F filing for Q4 2018, filed 14 Feb 2019.