FA
AET

Fortis Advisors’s Aetna Inc AET Stock Holding History

Fortis 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
-750
Closed -$152K – 349
2018
Q3 		$152K Hold
750
– – 0.09% 102
2018
Q2 		$138K Hold
750
– – 0.08% 112
2018
Q1 		$127K Hold
750
– – 0.07% 108
2017
Q4 		$135K Hold
750
– – 0.08% 100
2017
Q3 		$119K Buy
+750
New +$117K 0.08% 99

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

Fortis Advisors's AET Position: Q4 2018 in Review

Fortis Advisors sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 750 shares — an estimated $152K sold.

Fortis Advisors first reported a position in AET in Q3 2017 and held it in 5 quarters. The position peaked at $152K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Fortis Advisors reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Fortis Advisors sold 750 Aetna Inc shares in Q4 2018, an estimated $152K.
  • Fortis Advisors first reported a position in Aetna Inc in Q3 2017 and held it in 5 quarters.
  • Fortis Advisors's Aetna Inc position peaked at $152K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Fortis Advisors's 13F filing for Q4 2018, filed 13 Feb 2019.