HWA
AET

Heritage Wealth Advisors’s Aetna Inc AET Stock Holding History

Heritage Wealth Advisors’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
-1,204
Closed -$244K – 423
2018
Q3 		$244K Hold
1,204
– – 0.05% 112
2018
Q2 		$221K Hold
1,204
– – 0.08% 109
2018
Q1 		$204K Sell
1,204
-144
-11% -$25.9K 0.08% 111
2017
Q4 		$240K Buy
+1,348
New +$232K 0.1% 102

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

Heritage Wealth Advisors's AET Position: Q4 2018 in Review

Heritage Wealth Advisors sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 1,204 shares — an estimated $244K sold.

Heritage Wealth Advisors first reported a position in AET in Q4 2017 and held it in 4 quarters. The position peaked at $244K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Heritage Wealth Advisors reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Heritage Wealth Advisors sold 1,204 Aetna Inc shares in Q4 2018, an estimated $244K.
  • Heritage Wealth Advisors first reported a position in Aetna Inc in Q4 2017 and held it in 4 quarters.
  • Heritage Wealth Advisors's Aetna Inc position peaked at $244K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Heritage Wealth Advisors's 13F filing for Q4 2018, filed 28 Jan 2019.