JWM
AET

Jackson Wealth Management’s Aetna Inc AET Stock Holding History

Jackson Wealth 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
-10,568
Closed -$2.14M – 103
2018
Q3 		$2.14M Buy
10,568
+172
+2% +$33.6K 0.45% 54
2018
Q2 		$1.97M Sell
10,396
-2,294
-18% -$409K 0.46% 58
2018
Q1 		$2.16M Buy
+12,690
New +$2.28M 0.6% 48

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

Jackson Wealth Management's AET Position: Q4 2018 in Review

Jackson Wealth Management sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 10,568 shares — an estimated $2.14M sold.

Jackson Wealth Management first reported a position in AET in Q1 2018 and held it in 3 quarters. The position peaked at $2.16M in Q1 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Jackson Wealth Management reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Jackson Wealth Management sold 10,568 Aetna Inc shares in Q4 2018, an estimated $2.14M.
  • Jackson Wealth Management first reported a position in Aetna Inc in Q1 2018 and held it in 3 quarters.
  • Jackson Wealth Management's Aetna Inc position peaked at $2.16M in Q1 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Jackson Wealth Management's 13F filing for Q4 2018, filed 24 Jan 2019.