Geneva Partners’s Aetna Inc AET Stock Holding History

Geneva 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	-6,545	Closed	-$1.33M	–	90
2018 Q3	$1.33M	Sell	6,545 -35	-0.5%	-$6.84K	1.02%	36
2018 Q2	$1.21M	Sell	6,580 -55	-0.8%	-$9.8K	0.96%	34
2018 Q1	$1.12M	Sell	6,635 -450	-6%	-$80.9K	0.92%	38
2017 Q4	$1.28M	Sell	7,085 -275	-4%	-$47.3K	0.96%	40
2017 Q3	$1.17M	Buy	+7,360	New	+$1.15M	0.92%	42
2016 Q2	$1.31M	Buy	+8,600	New	+$987K	1.17%	35

Other funds holding AET

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 Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return

Geneva Partners's AET Position: Q4 2018 in Review

Geneva Partners sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 6,545 shares — an estimated $1.33M sold.

Geneva Partners first reported a position in AET in Q2 2016 and held it in 6 quarters. The position peaked at $1.33M in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

Geneva Partners reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
Geneva Partners sold 6,545 Aetna Inc shares in Q4 2018, an estimated $1.33M.
Geneva Partners first reported a position in Aetna Inc in Q2 2016 and held it in 6 quarters.
Geneva Partners's Aetna Inc position peaked at $1.33M in Q3 2018.
6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Geneva Partners's 13F filing for Q4 2018, filed 30 Jan 2019.