IAS
AET

IMA Advisory Services’s Aetna Inc AET Stock Holding History

IMA Advisory Services’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
-40
Closed -$8K – 365
2018
Q3 		$8K Hold
40
– – ﹤0.01% 235
2018
Q2 		$7K Buy
+40
New +$7.13K ﹤0.01% 289

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

IMA Advisory Services's AET Position: Q4 2018 in Review

IMA Advisory Services sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 40 shares — an estimated $8K sold.

IMA Advisory Services first reported a position in AET in Q2 2018 and held it in 2 quarters. The position peaked at $8K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • IMA Advisory Services reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • IMA Advisory Services sold 40 Aetna Inc shares in Q4 2018, an estimated $8K.
  • IMA Advisory Services first reported a position in Aetna Inc in Q2 2018 and held it in 2 quarters.
  • IMA Advisory Services's Aetna Inc position peaked at $8K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on IMA Advisory Services's 13F filing for Q4 2018, filed 15 Jan 2019.