FA
AET

FMA Advisory’s Aetna Inc AET Stock Holding History

FMA Advisory’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
-3,058
Closed -$620K – 155
2018
Q3 		$620K Buy
3,058
+13
+0.4% +$2.54K 0.28% 97
2018
Q2 		$559K Buy
3,045
+5
+0.2% +$891 0.26% 102
2018
Q1 		$514K Buy
3,040
+3
+0.1% +$539 0.25% 99
2017
Q4 		$548K Buy
3,037
+237
+8% +$40.7K 0.26% 102
2017
Q3 		$445K Buy
2,800
+4
+0.1% +$625 0.26% 97
2017
Q2 		$424 Sell
2,796
-226
-7% -$31.9K 0.22% 85
2017
Q1 		$385K Buy
+3,022
New +$379K 0.2% 110
2015
Q2 		$439K Buy
+3,443
New +$393K 0.27% 86
2013
Q4 		– Sell
-5,003
Closed -$320K – 168
2013
Q3 		$320K Buy
5,003
+1,018
+26% +$65.3K 0.13% 144
2013
Q2 		$253K Buy
+3,985
New +$234K 0.11% 152

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

FMA Advisory's AET Position: Q4 2018 in Review

FMA Advisory sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 3,058 shares — an estimated $620K sold.

FMA Advisory first reported a position in AET in Q2 2013 and held it in 10 quarters. The position peaked at $620K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • FMA Advisory reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • FMA Advisory sold 3,058 Aetna Inc shares in Q4 2018, an estimated $620K.
  • FMA Advisory first reported a position in Aetna Inc in Q2 2013 and held it in 10 quarters.
  • FMA Advisory's Aetna Inc position peaked at $620K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on FMA Advisory's 13F filing for Q4 2018, filed 12 Apr 2021.