IFAM
AET

Institutional & Family Asset Management’s Aetna Inc AET Stock Holding History

Institutional & Family Asset Management’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
-119
Closed -$24K – 914
2018
Q3 		$24K Hold
119
– – ﹤0.01% 425
2018
Q2 		$22K Buy
119
+5
+4% +$891 ﹤0.01% 433
2018
Q1 		$19K Buy
+114
New +$20.5K ﹤0.01% 428

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 $953M AUM 24.79% 1-Year Est. Return

Institutional & Family Asset Management's AET Position: Q4 2018 in Review

Institutional & Family Asset Management sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 119 shares — an estimated $24K sold.

Institutional & Family Asset Management first reported a position in AET in Q1 2018 and held it in 3 quarters. The position peaked at $24K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Institutional & Family Asset Management reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Institutional & Family Asset Management sold 119 Aetna Inc shares in Q4 2018, an estimated $24K.
  • Institutional & Family Asset Management first reported a position in Aetna Inc in Q1 2018 and held it in 3 quarters.
  • Institutional & Family Asset Management's Aetna Inc position peaked at $24K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Institutional & Family Asset Management's 13F filing for Q4 2018, filed 14 Feb 2019.