IWP
AET

Icon Wealth Partners’s Aetna Inc AET Stock Holding History

Icon Wealth Partners’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
-602
Closed -$122K – 278
2018
Q3 		$122K Sell
602
-9
-1% -$1.76K 0.05% 243
2018
Q2 		$112K Sell
611
-212
-26% -$37.8K 0.05% 222
2018
Q1 		$139K Sell
823
-443
-35% -$79.6K 0.07% 204
2017
Q4 		$228K Buy
+1,266
New +$218K 0.11% 156

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

Icon Wealth Partners's AET Position: Q4 2018 in Review

Icon Wealth Partners sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 602 shares — an estimated $122K sold.

Icon Wealth Partners first reported a position in AET in Q4 2017 and held it in 4 quarters. The position peaked at $228K in Q4 2017. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Icon Wealth Partners reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Icon Wealth Partners sold 602 Aetna Inc shares in Q4 2018, an estimated $122K.
  • Icon Wealth Partners first reported a position in Aetna Inc in Q4 2017 and held it in 4 quarters.
  • Icon Wealth Partners's Aetna Inc position peaked at $228K in Q4 2017.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Icon Wealth Partners's 13F filing for Q4 2018, filed 14 Feb 2019.