GW
AET

GW & Wade’s Aetna Inc AET Stock Holding History

GW & Wade’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
-2,121
Closed -$430K – 241
2018
Q3 		$430K Sell
2,121
-20
-0.9% -$3.91K 0.05% 156
2018
Q2 		$393K Buy
2,141
+38
+2% +$6.77K 0.04% 163
2018
Q1 		$355K Buy
2,103
+2
+0.1% +$359 0.04% 164
2017
Q4 		$379K Sell
2,101
-157
-7% -$27K 0.04% 160
2017
Q3 		$359K Buy
+2,258
New +$353K 0.04% 175

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

GW & Wade's AET Position: Q4 2018 in Review

GW & Wade sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 2,121 shares — an estimated $430K sold.

GW & Wade first reported a position in AET in Q3 2017 and held it in 5 quarters. The position peaked at $430K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • GW & Wade reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • GW & Wade sold 2,121 Aetna Inc shares in Q4 2018, an estimated $430K.
  • GW & Wade first reported a position in Aetna Inc in Q3 2017 and held it in 5 quarters.
  • GW & Wade's Aetna Inc position peaked at $430K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on GW & Wade's 13F filing for Q4 2018, filed 4 Feb 2019.