GT
AET

Greenleaf Trust’s Aetna Inc AET Stock Holding History

Greenleaf Trust’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
-3,099
Closed -$629K – 571
2018
Q3 		$629K Buy
3,099
+297
+11% +$58K 0.01% 240
2018
Q2 		$514K Buy
2,802
+669
+31% +$119K 0.01% 268
2018
Q1 		$360K Buy
2,133
+202
+10% +$36.3K 0.01% 299
2017
Q4 		$348K Buy
1,931
+1,455
+306% +$250K 0.01% 307
2017
Q3 		$76K Buy
+476
New +$74.4K ﹤0.01% 415

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

Greenleaf Trust's AET Position: Q4 2018 in Review

Greenleaf Trust sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 3,099 shares — an estimated $629K sold.

Greenleaf Trust first reported a position in AET in Q3 2017 and held it in 5 quarters. The position peaked at $629K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Greenleaf Trust reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Greenleaf Trust sold 3,099 Aetna Inc shares in Q4 2018, an estimated $629K.
  • Greenleaf Trust first reported a position in Aetna Inc in Q3 2017 and held it in 5 quarters.
  • Greenleaf Trust's Aetna Inc position peaked at $629K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Greenleaf Trust's 13F filing for Q4 2018, filed 7 Feb 2019.