HL
AET

HeadInvest LLC’s Aetna Inc AET Stock Holding History

HeadInvest LLC’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
-2,000
Closed -$406K – 189
2018
Q3 		$406K Hold
2,000
– – 0.12% 113
2018
Q2 		$367K Hold
2,000
– – 0.11% 118
2018
Q1 		$338K Hold
2,000
– – 0.11% 113
2017
Q4 		$361K Hold
2,000
– – 0.11% 113
2017
Q3 		$340K Hold
2,000
– – 0.11% 118
2017
Q2 		$304K Hold
2,000
– – 0.1% 122
2017
Q1 		$255K Hold
2,000
– – 0.09% 130
2016
Q4 		$248K Sell
2,000
-190
-9% -$22.7K 0.09% 124
2016
Q3 		$251K Hold
2,190
– – 0.09% 122
2016
Q2 		$267K Hold
2,190
– – 0.1% 111
2016
Q1 		$246K Sell
2,190
-100
-4% -$10.7K 0.1% 113
2015
Q4 		$248K Hold
2,290
– – 0.1% 112
2015
Q3 		$251K Hold
2,290
– – 0.1% 109
2015
Q2 		$292K Hold
2,290
– – 0.11% 100
2015
Q1 		$244K Buy
+2,290
New +$224K 0.09% 104

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

HeadInvest LLC's AET Position: Q4 2018 in Review

HeadInvest LLC sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 2,000 shares — an estimated $406K sold.

HeadInvest LLC first reported a position in AET in Q1 2015 and held it in 15 quarters. The position peaked at $406K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • HeadInvest LLC reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • HeadInvest LLC sold 2,000 Aetna Inc shares in Q4 2018, an estimated $406K.
  • HeadInvest LLC first reported a position in Aetna Inc in Q1 2015 and held it in 15 quarters.
  • HeadInvest LLC's Aetna Inc position peaked at $406K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on HeadInvest LLC's 13F filing for Q4 2018, filed 22 Feb 2019.