HFS
AET

Haverford Financial Services’s Aetna Inc AET Stock Holding History

Haverford Financial Services’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
-12,096
Closed -$2.45M – 81
2018
Q3 		$2.45M Hold
12,096
– – 0.87% 31
2018
Q2 		$2.22M Buy
+12,096
New +$2.16M 0.83% 31

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

Haverford Financial Services's AET Position: Q4 2018 in Review

Haverford Financial Services sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 12,096 shares — an estimated $2.45M sold.

Haverford Financial Services first reported a position in AET in Q2 2018 and held it in 2 quarters. The position peaked at $2.45M in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Haverford Financial Services reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Haverford Financial Services sold 12,096 Aetna Inc shares in Q4 2018, an estimated $2.45M.
  • Haverford Financial Services first reported a position in Aetna Inc in Q2 2018 and held it in 2 quarters.
  • Haverford Financial Services's Aetna Inc position peaked at $2.45M in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Haverford Financial Services's 13F filing for Q4 2018, filed 12 Feb 2019.