GHA
AET

GW Henssler & Associates’s Aetna Inc AET Stock Holding History

GW Henssler & Associates’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
-9,767
Closed -$1.98M – 139
2018
Q3 		$1.98M Sell
9,767
-1,179
-11% -$230K 0.18% 81
2018
Q2 		$2.01M Sell
10,946
-1,970
-15% -$351K 0.2% 80
2018
Q1 		$2.18M Sell
12,916
-2,755
-18% -$495K 0.22% 79
2017
Q4 		$2.83M Sell
15,671
-1,122
-7% -$193K 0.26% 80
2017
Q3 		$2.67M Sell
16,793
-1,683
-9% -$263K 0.27% 79
2017
Q2 		$2.81M Sell
18,476
-2,034
-10% -$288K 0.29% 76
2017
Q1 		$2.62M Sell
20,510
-3,129
-13% -$393K 0.28% 78
2016
Q4 		$2.93M Sell
23,639
-820
-3% -$98.2K 0.32% 74
2016
Q3 		$2.82M Sell
24,459
-2,232
-8% -$262K 0.32% 75
2016
Q2 		$3.26M Sell
26,691
-7,053
-21% -$810K 0.38% 73
2016
Q1 		$3.79M Sell
33,744
-17,070
-34% -$1.83M 0.45% 66
2015
Q4 		$5.49M Sell
50,814
-13,585
-21% -$1.47M 0.65% 60
2015
Q3 		$7.05M Sell
64,399
-21,661
-25% -$2.5M 0.81% 52
2015
Q2 		$11M Sell
86,060
-42,719
-33% -$4.88M 1.19% 25
2015
Q1 		$13.7M Sell
128,779
-18,957
-13% -$1.86M 1.59% 18
2014
Q4 		$13.1M Buy
147,736
+681
+0.5% +$57.1K 1.47% 24
2014
Q3 		$11.9M Buy
147,055
+1,230
+0.8% +$100K 1.44% 27
2014
Q2 		$11.8M Sell
145,825
-4,355
-3% -$330K 1.43% 27
2014
Q1 		$11.3M Buy
150,180
+14,217
+10% +$1.01M 1.32% 28
2013
Q4 		$9.33M Buy
135,963
+3,006
+2% +$196K 1.09% 37
2013
Q3 		$8.51M Buy
132,957
+3,020
+2% +$194K 1.1% 37
2013
Q2 		$8.26M Buy
+129,937
New +$7.63M 1.14% 36

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 $953M AUM 24.79% 1-Year Est. Return

GW Henssler & Associates's AET Position: Q4 2018 in Review

GW Henssler & Associates sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 9,767 shares — an estimated $1.98M sold.

GW Henssler & Associates first reported a position in AET in Q2 2013 and held it in 22 quarters. The position peaked at $13.7M in Q1 2015. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • GW Henssler & Associates reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • GW Henssler & Associates sold 9,767 Aetna Inc shares in Q4 2018, an estimated $1.98M.
  • GW Henssler & Associates first reported a position in Aetna Inc in Q2 2013 and held it in 22 quarters.
  • GW Henssler & Associates's Aetna Inc position peaked at $13.7M in Q1 2015.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on GW Henssler & Associates's 13F filing for Q4 2018, filed 22 Jan 2019.