FHA
AET

Flagship Harbor Advisors’s Aetna Inc AET Stock Holding History

Flagship Harbor Advisors’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
-2,479
Closed -$505K – 2213
2018
Q3 		$505K Buy
2,479
+1,062
+75% +$208K 0.09% 229
2018
Q2 		$260K Sell
1,417
-65
-4% -$11.6K 0.05% 326
2018
Q1 		$247K Sell
1,482
-163
-10% -$29.3K 0.07% 287
2017
Q4 		$305K Buy
+1,645
New +$283K 0.09% 255

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

Flagship Harbor Advisors's AET Position: Q4 2018 in Review

Flagship Harbor Advisors sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 2,479 shares — an estimated $505K sold.

Flagship Harbor Advisors first reported a position in AET in Q4 2017 and held it in 4 quarters. The position peaked at $505K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Flagship Harbor Advisors reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Flagship Harbor Advisors sold 2,479 Aetna Inc shares in Q4 2018, an estimated $505K.
  • Flagship Harbor Advisors first reported a position in Aetna Inc in Q4 2017 and held it in 4 quarters.
  • Flagship Harbor Advisors's Aetna Inc position peaked at $505K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Flagship Harbor Advisors's 13F filing for Q4 2018, filed 28 Jan 2019.