IAA
AET

Independent Advisor Alliance’s Aetna Inc AET Stock Holding History

Independent Advisor Alliance’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
-8,482
Closed -$1.23M – 485
2018
Q3 		$1.23M Buy
8,482
+461
+6% +$90.1K 0.22% 105
2018
Q2 		$1.03M Buy
8,021
+2,416
+43% +$431K 0.21% 114
2018
Q1 		$942K Buy
5,605
+75
+1% +$13.5K 0.21% 116
2017
Q4 		$1.02M Buy
5,530
+1
+0% +$172 0.23% 107
2017
Q3 		$875K Buy
5,529
+823
+17% +$129K 0.24% 104
2017
Q2 		$725K Buy
4,706
+980
+26% +$139K 0.23% 108
2017
Q1 		$474K Buy
3,726
+336
+10% +$42.2K 0.08% 235
2016
Q4 		$415K Buy
+3,390
New +$406K 0.18% 120

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

Independent Advisor Alliance's AET Position: Q4 2018 in Review

Independent Advisor Alliance sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 8,482 shares — an estimated $1.23M sold.

Independent Advisor Alliance first reported a position in AET in Q4 2016 and held it in 8 quarters. The position peaked at $1.23M in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Independent Advisor Alliance reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Independent Advisor Alliance sold 8,482 Aetna Inc shares in Q4 2018, an estimated $1.23M.
  • Independent Advisor Alliance first reported a position in Aetna Inc in Q4 2016 and held it in 8 quarters.
  • Independent Advisor Alliance's Aetna Inc position peaked at $1.23M in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Independent Advisor Alliance's 13F filing for Q4 2018, filed 12 Feb 2019.