Gould Asset Management’s Aetna Inc AET Stock Holding History

Gould Asset Management’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	-2,549	Closed	-$517K	–	154
2018 Q3	$517K	Buy	2,549 +49	+2%	+$9.58K	0.21%	65
2018 Q2	$459K	Hold	2,500	–	–	0.2%	66
2018 Q1	$423K	Hold	2,500	–	–	0.19%	74
2017 Q4	$451K	Hold	2,500	–	–	0.2%	69
2017 Q3	$398K	Hold	2,500	–	–	0.18%	78
2017 Q2	$380K	Hold	2,500	–	–	0.18%	75
2017 Q1	$319K	Hold	2,500	–	–	0.16%	79
2016 Q4	$310K	Hold	2,500	–	–	0.16%	76
2016 Q3	$289K	Sell	2,500 -500	-17%	-$58.6K	0.16%	75
2016 Q2	$366K	Hold	3,000	–	–	0.2%	67
2016 Q1	$337K	Hold	3,000	–	–	0.18%	67
2015 Q4	$324K	Hold	3,000	–	–	0.17%	71
2015 Q3	$328K	Hold	3,000	–	–	0.18%	68
2015 Q2	$382K	Hold	3,000	–	–	0.19%	66
2015 Q1	$320K	Hold	3,000	–	–	0.16%	73
2014 Q4	$266K	Hold	3,000	–	–	0.13%	82
2014 Q3	$243K	Hold	3,000	–	–	0.12%	90
2014 Q2	$243K	Hold	3,000	–	–	0.12%	87
2014 Q1	$225K	Hold	3,000	–	–	0.12%	85
2013 Q4	$206K	Buy	+3,000	New	+$196K	0.12%	81

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

Gould Asset Management's AET Position: Q4 2018 in Review

Gould Asset Management sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 2,549 shares — an estimated $517K sold.

Gould Asset Management first reported a position in AET in Q4 2013 and held it in 20 quarters. The position peaked at $517K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

Gould Asset Management reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
Gould Asset Management sold 2,549 Aetna Inc shares in Q4 2018, an estimated $517K.
Gould Asset Management first reported a position in Aetna Inc in Q4 2013 and held it in 20 quarters.
Gould Asset Management's Aetna Inc position peaked at $517K in Q3 2018.
6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Gould Asset Management's 13F filing for Q4 2018, filed 4 Feb 2019.