IA
AET

IFP Advisors’s Aetna Inc AET Stock Holding History

IFP 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
-2,174
Closed -$441K – 4079
2018
Q3 		$441K Sell
2,174
-461
-17% -$90.1K 0.02% 723
2018
Q2 		$483K Sell
2,635
-1,065
-29% -$190K 0.02% 670
2018
Q1 		$667K Hold
3,700
– – 0.03% 521
2017
Q4 		$667K Sell
3,700
-2,743
-43% -$471K 0.03% 521
2017
Q3 		$1.02M Buy
6,443
+2,384
+59% +$372K 0.04% 438
2017
Q2 		$616K Sell
4,059
-2,827
-41% -$400K 0.03% 598
2017
Q1 		$878K Buy
6,886
+3,322
+93% +$417K 0.04% 461
2016
Q4 		$442K Buy
3,564
+767
+27% +$91.8K 0.02% 672
2016
Q3 		$323K Sell
2,797
-209
-7% -$24.5K 0.02% 781
2016
Q2 		$367K Buy
+3,006
New +$345K 0.02% 674
2016
Q1 		– Sell
-3,029
Closed -$328K – 3899
2015
Q4 		$328K Buy
+3,029
New +$327K 0.02% 628

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

IFP Advisors's AET Position: Q4 2018 in Review

IFP Advisors sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 2,174 shares — an estimated $441K sold.

IFP Advisors first reported a position in AET in Q4 2015 and held it in 11 quarters. The position peaked at $1.02M in Q3 2017. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • IFP Advisors reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • IFP Advisors sold 2,174 Aetna Inc shares in Q4 2018, an estimated $441K.
  • IFP Advisors first reported a position in Aetna Inc in Q4 2015 and held it in 11 quarters.
  • IFP Advisors's Aetna Inc position peaked at $1.02M in Q3 2017.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on IFP Advisors's 13F filing for Q4 2018, filed 23 Jan 2019.