GCAC
AET

Guardian Capital Advisors (Canada)’s Aetna Inc AET Stock Holding History

Guardian Capital Advisors (Canada)’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
-2,250
Closed -$458K – 167
2018
Q3 		$458K Hold
2,250
– – 0.06% 121
2018
Q2 		$431K Hold
2,250
– – 0.06% 122
2018
Q1 		$389K Sell
2,250
-35
-2% -$6.29K 0.05% 127
2017
Q4 		$429K Hold
2,285
– – 0.06% 124
2017
Q3 		$368K Hold
2,285
– – 0.05% 125
2017
Q2 		$354K Sell
2,285
-483
-17% -$68.3K 0.05% 126
2017
Q1 		$357K Sell
2,768
-410
-13% -$51.5K 0.05% 127
2016
Q4 		$396K Sell
3,178
-385
-11% -$46.1K 0.06% 122
2016
Q3 		$397K Sell
3,563
-185
-5% -$21.7K 0.07% 118
2016
Q2 		$439K Sell
3,748
-600
-14% -$68.9K 0.08% 116
2016
Q1 		$462K Sell
4,348
-340
-7% -$36.4K 0.09% 116
2015
Q4 		$512K Sell
4,688
-265
-5% -$28.6K 0.11% 116
2015
Q3 		$536K Sell
4,953
-300
-6% -$34.7K 0.11% 115
2015
Q2 		$611K Sell
5,253
-437
-8% -$49.9K 0.11% 114
2015
Q1 		$752K Sell
5,690
-880
-13% -$86.2K 0.11% 115
2014
Q4 		$696K Sell
6,570
-155
-2% -$13K 0.11% 116
2014
Q3 		$611K Buy
6,725
+75
+1% +$6.1K 0.1% 121
2014
Q2 		$545K Buy
6,650
+500
+8% +$37.8K 0.1% 128
2014
Q1 		$457K Hold
6,150
– – 0.09% 130
2013
Q4 		$448K Sell
6,150
-175
-3% -$11.4K 0.09% 132
2013
Q3 		$410K Sell
6,325
-100
-2% -$6.41K 0.09% 137
2013
Q2 		$398K Buy
+6,425
New +$377K 0.11% 117

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

Guardian Capital Advisors (Canada)'s AET Position: Q4 2018 in Review

Guardian Capital Advisors (Canada) sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 2,250 shares — an estimated $458K sold.

Guardian Capital Advisors (Canada) first reported a position in AET in Q2 2013 and held it in 22 quarters. The position peaked at $752K in Q1 2015. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Guardian Capital Advisors (Canada) reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Guardian Capital Advisors (Canada) sold 2,250 Aetna Inc shares in Q4 2018, an estimated $458K.
  • Guardian Capital Advisors (Canada) first reported a position in Aetna Inc in Q2 2013 and held it in 22 quarters.
  • Guardian Capital Advisors (Canada)'s Aetna Inc position peaked at $752K in Q1 2015.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Guardian Capital Advisors (Canada)'s 13F filing for Q4 2018, filed 13 Feb 2019.