FIM
AET

Freedom Investment Management’s Aetna Inc AET Stock Holding History

Freedom Investment 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
-4,578
Closed -$912K – 954
2018
Q3 		$912K Buy
4,578
+2,463
+116% +$481K 0.06% 349
2018
Q2 		$388K Sell
2,115
-851
-29% -$152K 0.02% 666
2018
Q1 		$501K Sell
2,966
-226
-7% -$40.6K 0.03% 617
2017
Q4 		$576K Sell
3,192
-152
-5% -$26.1K 0.03% 571
2017
Q3 		$532K Sell
3,344
-8,265
-71% -$1.29M 0.03% 566
2017
Q2 		$1.76M Buy
11,609
+1,260
+12% +$178K 0.1% 153
2017
Q1 		$1.32M Sell
10,349
-2,484
-19% -$312K 0.08% 212
2016
Q4 		$1.59M Buy
12,833
+2,642
+26% +$316K 0.1% 139
2016
Q3 		$1.18M Buy
10,191
+991
+11% +$116K 0.08% 200
2016
Q2 		$1.12M Buy
9,200
+400
+5% +$45.9K 0.08% 192
2016
Q1 		$989K Buy
8,800
+988
+13% +$106K 0.07% 214
2015
Q4 		$845K Buy
7,812
+2,464
+46% +$266K 0.06% 252
2015
Q3 		$205K Sell
5,348
-1,247
-19% -$144K 0.02% 604
2015
Q2 		$841K Buy
6,595
+2,477
+60% +$283K 0.09% 195
2015
Q1 		$439K Buy
+4,118
New +$403K 0.05% 354

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 $953M AUM 24.79% 1-Year Est. Return

Freedom Investment Management's AET Position: Q4 2018 in Review

Freedom Investment Management sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 4,578 shares — an estimated $912K sold.

Freedom Investment Management first reported a position in AET in Q1 2015 and held it in 15 quarters. The position peaked at $1.76M in Q2 2017. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Freedom Investment Management reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Freedom Investment Management sold 4,578 Aetna Inc shares in Q4 2018, an estimated $912K.
  • Freedom Investment Management first reported a position in Aetna Inc in Q1 2015 and held it in 15 quarters.
  • Freedom Investment Management's Aetna Inc position peaked at $1.76M in Q2 2017.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Freedom Investment Management's 13F filing for Q4 2018, filed 25 Jan 2019.