FPCP
AET

Fort Point Capital Partners’s Aetna Inc AET Stock Holding History

Fort Point Capital Partners’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
-2,174
Closed -$441K – 177
2018
Q3 		$441K Buy
+2,174
New +$425K 0.13% 87
2018
Q2 		– Sell
-2,228
Closed -$377K – 169
2018
Q1 		$377K Buy
+2,228
New +$400K 0.14% 99
2017
Q2 		– Sell
-1,635
Closed -$209K – 118
2017
Q1 		$209K Buy
+1,635
New +$205K 0.11% 97

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

Fort Point Capital Partners's AET Position: Q4 2018 in Review

Fort Point Capital Partners sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 2,174 shares — an estimated $441K sold.

Fort Point Capital Partners first reported a position in AET in Q1 2017 and held it in 3 quarters. The position peaked at $441K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Fort Point Capital Partners reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Fort Point Capital Partners sold 2,174 Aetna Inc shares in Q4 2018, an estimated $441K.
  • Fort Point Capital Partners first reported a position in Aetna Inc in Q1 2017 and held it in 3 quarters.
  • Fort Point Capital Partners's Aetna Inc position peaked at $441K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Fort Point Capital Partners's 13F filing for Q4 2018, filed 11 Feb 2019.