GCA
AET

Gideon Capital Advisors’s Aetna Inc AET Stock Holding History

Gideon Capital 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
-1,729
Closed -$351K – 553
2018
Q3 		$351K Buy
+1,729
New +$338K 0.17% 203
2014
Q4 		– Sell
-11,649
Closed -$944K – 343
2014
Q3 		$944K Buy
+11,649
New +$948K 0.37% 93

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

Gideon Capital Advisors's AET Position: Q4 2018 in Review

Gideon Capital Advisors sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 1,729 shares — an estimated $351K sold.

Gideon Capital Advisors first reported a position in AET in Q3 2014 and held it in 2 quarters. The position peaked at $944K in Q3 2014. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Gideon Capital Advisors reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Gideon Capital Advisors sold 1,729 Aetna Inc shares in Q4 2018, an estimated $351K.
  • Gideon Capital Advisors first reported a position in Aetna Inc in Q3 2014 and held it in 2 quarters.
  • Gideon Capital Advisors's Aetna Inc position peaked at $944K in Q3 2014.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

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