FWM
AET

Focused Wealth Management’s Aetna Inc AET Stock Holding History

Focused Wealth 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
-655
Closed -$133K – 781
2018
Q3 		$133K Hold
655
– – 0.05% 201
2018
Q2 		$120K Hold
655
– – 0.04% 208
2018
Q1 		$111K Hold
655
– – 0.04% 229
2017
Q4 		$118K Buy
655
+300
+85% +$51.5K 0.04% 212
2017
Q3 		$56K Buy
355
+300
+545% +$46.9K 0.02% 224
2017
Q2 		$8K Hold
55
– – ﹤0.01% 511
2017
Q1 		$7K Sell
55
-1,300
-96% -$163K ﹤0.01% 520
2016
Q4 		$168K Hold
1,355
– – 0.07% 166
2016
Q3 		$156K Hold
1,355
– – 0.07% 174
2016
Q2 		$165K Buy
1,355
+1,300
+2,364% +$149K 0.08% 157
2016
Q1 		$6K Hold
55
– – ﹤0.01% 472
2015
Q4 		$6K Buy
+55
New +$5.95K ﹤0.01% 492
2015
Q1 		– Sell
-9
Closed -$1K – 725
2014
Q4 		$1K Hold
9
– – ﹤0.01% 639
2014
Q3 		$1K Hold
9
– – ﹤0.01% 667
2014
Q2 		$1K Hold
9
– – ﹤0.01% 648
2014
Q1 		$1K Hold
9
– – ﹤0.01% 611
2013
Q4 		$1K Hold
9
– – ﹤0.01% 605
2013
Q3 		$1K Buy
+9
New +$577 ﹤0.01% 574

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

Focused Wealth Management's AET Position: Q4 2018 in Review

Focused Wealth Management sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 655 shares — an estimated $133K sold.

Focused Wealth Management first reported a position in AET in Q3 2013 and held it in 18 quarters. The position peaked at $168K in Q4 2016. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Focused Wealth Management reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Focused Wealth Management sold 655 Aetna Inc shares in Q4 2018, an estimated $133K.
  • Focused Wealth Management first reported a position in Aetna Inc in Q3 2013 and held it in 18 quarters.
  • Focused Wealth Management's Aetna Inc position peaked at $168K in Q4 2016.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Focused Wealth Management's 13F filing for Q4 2018, filed 30 Jan 2019.