Intellectus Partners’s Aetna Inc AET Stock Holding History

Intellectus Partners’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	-584	Closed	-$118K	–	591
2018 Q3	$118K	Buy	584 +542	+1,290%	+$106K	0.04%	274
2018 Q2	$8K	Hold	42	–	–	﹤0.01%	503
2018 Q1	$7K	Hold	42	–	–	﹤0.01%	515
2017 Q4	$8K	Hold	42	–	–	﹤0.01%	507
2017 Q3	$7K	Hold	42	–	–	﹤0.01%	665
2017 Q2	$0	Hold	42	–	–	﹤0.01%	801
2017 Q1	$5K	Sell	42 -45	-52%	-$5.65K	﹤0.01%	606
2016 Q4	$11K	Buy	+87	New	+$10.4K	0.01%	517

Other funds holding AET

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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 Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

Intellectus Partners's AET Position: Q4 2018 in Review

Intellectus Partners sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 584 shares — an estimated $118K sold.

Intellectus Partners first reported a position in AET in Q4 2016 and held it in 8 quarters. The position peaked at $118K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

Intellectus Partners reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
Intellectus Partners sold 584 Aetna Inc shares in Q4 2018, an estimated $118K.
Intellectus Partners first reported a position in Aetna Inc in Q4 2016 and held it in 8 quarters.
Intellectus Partners's Aetna Inc position peaked at $118K in Q3 2018.
6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Intellectus Partners's 13F filing for Q4 2018, filed 14 Feb 2019.