FNT
AET

First National Trust’s Aetna Inc AET Stock Holding History

First National Trust’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
-1,268
Closed -$258K – 336
2018
Q3 		$258K Sell
1,268
-69
-5% -$13.5K 0.03% 292
2018
Q2 		$245K Sell
1,337
-137
-9% -$24.4K 0.03% 289
2018
Q1 		$249K Sell
1,474
-181
-11% -$32.5K 0.03% 299
2017
Q4 		$298K Sell
1,655
-1,810
-52% -$311K 0.03% 288
2017
Q3 		$551K Sell
3,465
-890
-20% -$139K 0.06% 220
2017
Q2 		$661K Sell
4,355
-977
-18% -$138K 0.08% 206
2017
Q1 		$681K Sell
5,332
-4,229
-44% -$531K 0.09% 196
2016
Q4 		$1.19M Buy
9,561
+289
+3% +$34.6K 0.17% 143
2016
Q3 		$1.07M Buy
9,272
+728
+9% +$85.3K 0.16% 139
2016
Q2 		$1.04M Sell
8,544
-637
-7% -$73.1K 0.16% 142
2016
Q1 		$1.03M Buy
9,181
+3,862
+73% +$413K 0.16% 148
2015
Q4 		$575K Buy
5,319
+1,885
+55% +$204K 0.09% 189
2015
Q3 		$375K Buy
3,434
+172
+5% +$19.9K 0.06% 214
2015
Q2 		$416K Buy
3,262
+1,005
+45% +$115K 0.07% 209
2015
Q1 		$240K Buy
+2,257
New +$221K 0.04% 244

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

First National Trust's AET Position: Q4 2018 in Review

First National Trust sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 1,268 shares — an estimated $258K sold.

First National Trust first reported a position in AET in Q1 2015 and held it in 15 quarters. The position peaked at $1.19M in Q4 2016. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • First National Trust reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • First National Trust sold 1,268 Aetna Inc shares in Q4 2018, an estimated $258K.
  • First National Trust first reported a position in Aetna Inc in Q1 2015 and held it in 15 quarters.
  • First National Trust's Aetna Inc position peaked at $1.19M in Q4 2016.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on First National Trust's 13F filing for Q4 2018, filed 28 Jan 2019.