GWS
AET

Glassman Wealth Services’s Aetna Inc AET Stock Holding History

Glassman Wealth Services’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
-155
Closed -$31K – 1089
2018
Q3 		$31K Sell
155
-5
-3% -$977 0.01% 268
2018
Q2 		$29K Buy
160
+33
+26% +$5.88K 0.01% 254
2018
Q1 		$21K Buy
127
+5
+4% +$898 0.01% 281
2017
Q4 		$22K Buy
122
+100
+455% +$17.2K 0.01% 242
2017
Q3 		$3K Hold
22
– – ﹤0.01% 406
2017
Q2 		$3K Sell
22
-270
-92% -$38.2K ﹤0.01% 406
2017
Q1 		$37K Sell
292
-3
-1% -$377 0.03% 189
2016
Q4 		$37K Buy
295
+292
+9,733% +$35K 0.03% 199
2016
Q3 		$0 Sell
3
-367
-99% -$43K ﹤0.01% 622
2016
Q2 		$45K Buy
370
+100
+37% +$11.5K 0.04% 147
2016
Q1 		$30K Hold
270
– – 0.03% 174
2015
Q4 		$29K Hold
270
– – 0.03% 185
2015
Q3 		$30K Hold
270
– – 0.03% 181
2015
Q2 		$34K Buy
+270
New +$30.8K 0.03% 176

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

Glassman Wealth Services's AET Position: Q4 2018 in Review

Glassman Wealth Services sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 155 shares — an estimated $31K sold.

Glassman Wealth Services first reported a position in AET in Q2 2015 and held it in 14 quarters. The position peaked at $45K in Q2 2016. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Glassman Wealth Services reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Glassman Wealth Services sold 155 Aetna Inc shares in Q4 2018, an estimated $31K.
  • Glassman Wealth Services first reported a position in Aetna Inc in Q2 2015 and held it in 14 quarters.
  • Glassman Wealth Services's Aetna Inc position peaked at $45K in Q2 2016.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Glassman Wealth Services's 13F filing for Q4 2018, filed 6 Feb 2019.