GWM
AET

Greenwich Wealth Management’s Aetna Inc AET Stock Holding History

Greenwich Wealth 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
-27,545
Closed -$5.59M – 200
2018
Q3 		$5.59M Buy
27,545
+349
+1% +$68.2K 0.97% 20
2018
Q2 		$4.99M Sell
27,196
-321
-1% -$57.2K 0.88% 23
2018
Q1 		$4.65M Sell
27,517
-50
-0.2% -$8.98K 0.73% 24
2017
Q4 		$4.97M Hold
27,567
– – 0.83% 24
2017
Q3 		$4.38M Sell
27,567
-3,039
-10% -$475K 0.75% 22
2017
Q2 		$4.65M Buy
30,606
+54
+0.2% +$7.63K 0.78% 24
2017
Q1 		$3.9M Buy
30,552
+488
+2% +$61.3K 0.52% 31
2016
Q4 		$3.73M Buy
30,064
+29
+0.1% +$3.47K 0.47% 34
2016
Q3 		$3.47M Hold
30,035
– – 0.61% 31
2016
Q2 		$3.67M Buy
30,035
+200
+0.7% +$23K 0.89% 25
2016
Q1 		$3.35M Sell
29,835
-10,899
-27% -$1.17M 0.87% 23
2015
Q4 		$4.4M Hold
40,734
– – 1.08% 21
2015
Q3 		$4.46M Sell
40,734
-46,678
-53% -$5.39M 1.08% 26
2015
Q2 		$11.1M Hold
87,412
– – 1.42% 23
2015
Q1 		$9.31M Hold
87,412
– – 1.05% 35
2014
Q4 		$7.76M Hold
87,412
– – 0.51% 48
2014
Q3 		$7.08M Hold
87,412
– – 0.48% 57
2014
Q2 		$7.09M Hold
87,412
– – 0.47% 57
2014
Q1 		$6.55M Hold
87,412
– – 0.45% 59
2013
Q4 		$6M Hold
87,412
– – 0.61% 61
2013
Q3 		$5.6M Hold
87,412
– – 0.4% 59
2013
Q2 		$5.55M Buy
+87,412
New +$5.14M 0.41% 60

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

Greenwich Wealth Management's AET Position: Q4 2018 in Review

Greenwich Wealth Management sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 27,545 shares — an estimated $5.59M sold.

Greenwich Wealth Management first reported a position in AET in Q2 2013 and held it in 22 quarters. The position peaked at $11.1M in Q2 2015. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Greenwich Wealth Management reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Greenwich Wealth Management sold 27,545 Aetna Inc shares in Q4 2018, an estimated $5.59M.
  • Greenwich Wealth Management first reported a position in Aetna Inc in Q2 2013 and held it in 22 quarters.
  • Greenwich Wealth Management's Aetna Inc position peaked at $11.1M in Q2 2015.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Greenwich Wealth Management's 13F filing for Q4 2018, filed 11 Feb 2019.