Gradient Investments’s Aetna Inc AET Stock Holding History

Gradient Investments’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	-8	Closed	-$2K	–	1167
2018 Q3	$2K	Hold	8	–	–	﹤0.01%	868
2018 Q2	$1K	Hold	8	–	–	﹤0.01%	964
2018 Q1	$1K	Sell	8 -3	-27%	-$539	﹤0.01%	981
2017 Q4	$2K	Buy	+11	New	+$1.89K	﹤0.01%	845
2017 Q3	–	Sell	-2	Closed	–	–	814
2017 Q2	$0	Buy	+2	New	+$283	﹤0.01%	950
2015 Q3	–	Sell	-24	Closed	-$3K	–	720
2015 Q2	$3K	Hold	24	–	–	﹤0.01%	508
2015 Q1	$3K	Hold	24	–	–	﹤0.01%	525
2014 Q4	$2K	Sell	24 -6	-20%	-$504	﹤0.01%	504
2014 Q3	$2K	Hold	30	–	–	﹤0.01%	430
2014 Q2	$2K	Hold	30	–	–	﹤0.01%	447
2014 Q1	$2K	Buy	+30	New	+$2.12K	﹤0.01%	464
2013 Q3	–	Sell	-11	Closed	-$1K	–	617
2013 Q2	$1K	Buy	+11	New	+$646	﹤0.01%	455

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

Gradient Investments's AET Position: Q4 2018 in Review

Gradient Investments sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 8 shares — an estimated $2K sold.

Gradient Investments first reported a position in AET in Q2 2013 and held it in 12 quarters. The position peaked at $3K in Q2 2015. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

Gradient Investments reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
Gradient Investments sold 8 Aetna Inc shares in Q4 2018, an estimated $2K.
Gradient Investments first reported a position in Aetna Inc in Q2 2013 and held it in 12 quarters.
Gradient Investments's Aetna Inc position peaked at $3K in Q2 2015.
6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Gradient Investments's 13F filing for Q4 2018, filed 18 Jan 2019.