Girard Partners’s Aetna Inc AET Stock Holding History

Girard 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	-781	Closed	-$158K	–	952
2018 Q3	$158K	Sell	781 -943	-55%	-$184K	0.03%	272
2018 Q2	$316K	Buy	+1,724	New	+$307K	0.06%	207
2018 Q1	–	Sell	-1,453	Closed	-$262K	–	294
2017 Q4	$262K	Sell	1,453 -665	-31%	-$114K	0.05%	231
2017 Q3	$337K	Buy	2,118 +165	+8%	+$25.8K	0.07%	197
2017 Q2	$297K	Buy	+1,953	New	+$276K	0.06%	203

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

Girard Partners's AET Position: Q4 2018 in Review

Girard Partners sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 781 shares — an estimated $158K sold.

Girard Partners first reported a position in AET in Q2 2017 and held it in 5 quarters. The position peaked at $337K in Q3 2017. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

Girard Partners reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
Girard Partners sold 781 Aetna Inc shares in Q4 2018, an estimated $158K.
Girard Partners first reported a position in Aetna Inc in Q2 2017 and held it in 5 quarters.
Girard Partners's Aetna Inc position peaked at $337K in Q3 2017.
6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Girard Partners's 13F filing for Q4 2018, filed 11 Feb 2019.