GFP
AET

Gryphon Financial Partners’s Aetna Inc AET Stock Holding History

Gryphon Financial 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
-1,750
Closed -$355K – 232
2018
Q3 		$355K Buy
1,750
+79
+5% +$15.4K 0.11% 102
2018
Q2 		$307K Sell
1,671
-12
-0.7% -$2.14K 0.14% 56
2018
Q1 		$284K Sell
1,683
-40
-2% -$7.19K 0.15% 61
2017
Q4 		$311K Buy
+1,723
New +$296K 0.18% 59

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

Gryphon Financial Partners's AET Position: Q4 2018 in Review

Gryphon Financial Partners sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 1,750 shares — an estimated $355K sold.

Gryphon Financial Partners first reported a position in AET in Q4 2017 and held it in 4 quarters. The position peaked at $355K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Gryphon Financial Partners reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Gryphon Financial Partners sold 1,750 Aetna Inc shares in Q4 2018, an estimated $355K.
  • Gryphon Financial Partners first reported a position in Aetna Inc in Q4 2017 and held it in 4 quarters.
  • Gryphon Financial Partners's Aetna Inc position peaked at $355K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Gryphon Financial Partners's 13F filing for Q4 2018, filed 11 Feb 2019.