FFWA
AET

FRG Family Wealth Advisors’s Aetna Inc AET Stock Holding History

FRG Family Wealth 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
-1,810
Closed -$367K – 142
2018
Q3 		$367K Hold
1,810
– – 0.1% 110
2018
Q2 		$332K Sell
1,810
-375
-17% -$66.8K 0.1% 123
2018
Q1 		$369K Hold
2,185
– – 0.12% 120
2017
Q4 		$394K Hold
2,185
– – 0.13% 115
2017
Q3 		$347K Sell
2,185
-130
-6% -$20.3K 0.12% 122
2017
Q2 		$351K Hold
2,315
– – 0.13% 116
2017
Q1 		$294K Hold
2,315
– – 0.11% 121
2016
Q4 		$287K Hold
2,315
– – 0.12% 113
2016
Q3 		$267K Hold
2,315
– – 0.12% 113
2016
Q2 		$283K Hold
2,315
– – 0.13% 109
2016
Q1 		$264K Hold
2,315
– – 0.13% 112
2015
Q4 		$250K Buy
+2,315
New +$250K 0.12% 116

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

FRG Family Wealth Advisors's AET Position: Q4 2018 in Review

FRG Family Wealth Advisors sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 1,810 shares — an estimated $367K sold.

FRG Family Wealth Advisors first reported a position in AET in Q4 2015 and held it in 12 quarters. The position peaked at $394K in Q4 2017. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • FRG Family Wealth Advisors reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • FRG Family Wealth Advisors sold 1,810 Aetna Inc shares in Q4 2018, an estimated $367K.
  • FRG Family Wealth Advisors first reported a position in Aetna Inc in Q4 2015 and held it in 12 quarters.
  • FRG Family Wealth Advisors's Aetna Inc position peaked at $394K in Q4 2017.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on FRG Family Wealth Advisors's 13F filing for Q4 2018, filed 2 Mar 2022.