Global Retirement Partners’s Aetna Inc AET Stock Holding History

Global Retirement 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	-2,142	Closed	-$435K	–	1617
2018 Q3	$435K	Sell	2,142 -35	-2%	-$6.84K	0.1%	184
2018 Q2	$399K	Hold	2,177	–	–	0.1%	190
2018 Q1	$368K	Buy	2,177 +1,923	+757%	+$346K	0.1%	194
2017 Q4	$46K	Buy	254 +117	+85%	+$20.1K	0.01%	514
2017 Q3	$22K	Buy	137 +68	+99%	+$10.6K	0.01%	629
2017 Q2	$10K	Buy	69 +8	+13%	+$1.13K	﹤0.01%	801
2017 Q1	$8K	Buy	61 +23	+61%	+$2.89K	﹤0.01%	818
2016 Q4	$5K	Buy	+38	New	+$4.55K	﹤0.01%	866

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

Global Retirement Partners's AET Position: Q4 2018 in Review

Global Retirement Partners sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 2,142 shares — an estimated $435K sold.

Global Retirement Partners first reported a position in AET in Q4 2016 and held it in 8 quarters. The position peaked at $435K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

Global Retirement Partners reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
Global Retirement Partners sold 2,142 Aetna Inc shares in Q4 2018, an estimated $435K.
Global Retirement Partners first reported a position in Aetna Inc in Q4 2016 and held it in 8 quarters.
Global Retirement Partners's Aetna Inc position peaked at $435K in Q3 2018.
6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Global Retirement Partners's 13F filing for Q4 2018, filed 22 Feb 2019.