FM
AET

Foster & Motley’s Aetna Inc AET Stock Holding History

Foster & Motley’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
-8,893
Closed -$1.8M – 249
2018
Q3 		$1.8M Sell
8,893
-862
-9% -$168K 0.27% 92
2018
Q2 		$1.79M Sell
9,755
-15
-0.2% -$2.67K 0.29% 92
2018
Q1 		$1.65M Sell
9,770
-176
-2% -$31.6K 0.27% 97
2017
Q4 		$1.79M Sell
9,946
-317
-3% -$54.5K 0.29% 97
2017
Q3 		$1.63M Sell
10,263
-238
-2% -$37.2K 0.28% 95
2017
Q2 		$1.59M Buy
10,501
+259
+3% +$36.6K 0.28% 91
2017
Q1 		$1.31M Sell
10,242
-76
-0.7% -$9.54K 0.24% 94
2016
Q4 		$1.28M Buy
10,318
+129
+1% +$15.4K 0.25% 97
2016
Q3 		$1.18M Sell
10,189
-188
-2% -$22K 0.23% 101
2016
Q2 		$1.27M Sell
10,377
-746
-7% -$85.7K 0.25% 97
2016
Q1 		$1.25M Sell
11,123
-546
-5% -$58.4K 0.25% 94
2015
Q4 		$1.26M Buy
11,669
+511
+5% +$55.2K 0.27% 95
2015
Q3 		$1.22M Buy
11,158
+573
+5% +$66.2K 0.28% 94
2015
Q2 		$1.35M Buy
10,585
+1,049
+11% +$120K 0.3% 93
2015
Q1 		$1.02M Buy
9,536
+997
+12% +$97.7K 0.22% 98
2014
Q4 		$759K Buy
8,539
+1,915
+29% +$161K 0.17% 108
2014
Q3 		$537K Buy
6,624
+3,410
+106% +$277K 0.12% 117
2014
Q2 		$261K Buy
+3,214
New +$243K 0.06% 150

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

Foster & Motley's AET Position: Q4 2018 in Review

Foster & Motley sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 8,893 shares — an estimated $1.8M sold.

Foster & Motley first reported a position in AET in Q2 2014 and held it in 18 quarters. The position peaked at $1.8M in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Foster & Motley reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Foster & Motley sold 8,893 Aetna Inc shares in Q4 2018, an estimated $1.8M.
  • Foster & Motley first reported a position in Aetna Inc in Q2 2014 and held it in 18 quarters.
  • Foster & Motley's Aetna Inc position peaked at $1.8M in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Foster & Motley's 13F filing for Q4 2018, filed 30 Jan 2019.