IA
AET

IFG Advisory’s Aetna Inc AET Stock Holding History

IFG Advisory’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
-2,529
Closed -$513K – 383
2018
Q3 		$513K Buy
2,529
+242
+11% +$47.3K 0.1% 203
2018
Q2 		$419K Sell
2,287
-105
-4% -$18.7K 0.09% 222
2018
Q1 		$404K Buy
2,392
+320
+15% +$57.5K 0.09% 214
2017
Q4 		$373K Buy
+2,072
New +$356K 0.08% 221

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

IFG Advisory's AET Position: Q4 2018 in Review

IFG Advisory sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 2,529 shares — an estimated $513K sold.

IFG Advisory first reported a position in AET in Q4 2017 and held it in 4 quarters. The position peaked at $513K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • IFG Advisory reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • IFG Advisory sold 2,529 Aetna Inc shares in Q4 2018, an estimated $513K.
  • IFG Advisory first reported a position in Aetna Inc in Q4 2017 and held it in 4 quarters.
  • IFG Advisory's Aetna Inc position peaked at $513K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on IFG Advisory's 13F filing for Q4 2018, filed 7 Feb 2019.