JWA
AET

JFS Wealth Advisors’s Aetna Inc AET Stock Holding History

JFS Wealth Advisors’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
-319
Closed -$65K – 565
2018
Q3 		$65K Hold
319
– – 0.02% 232
2018
Q2 		$59K Hold
319
– – 0.02% 233
2018
Q1 		$54K Hold
319
– – 0.01% 239
2017
Q4 		$58K Sell
319
-120
-27% -$20.6K 0.01% 244
2017
Q3 		$70K Buy
439
+120
+38% +$18.7K 0.02% 213
2017
Q2 		$48K Sell
319
-1,319
-81% -$186K 0.01% 225
2017
Q1 		$203K Hold
1,638
– – 0.06% 125
2016
Q4 		$203K Sell
1,638
-180
-10% -$21.6K 0.06% 125
2016
Q3 		$210K Buy
1,818
+505
+38% +$59.2K 0.06% 123
2016
Q2 		$160K Sell
1,313
-225
-15% -$25.8K 0.04% 173
2016
Q1 		$173K Buy
1,538
+5
+0.3% +$535 0.05% 142
2015
Q4 		$166K Sell
1,533
-21
-1% -$2.27K 0.05% 149
2015
Q3 		$170K Hold
1,554
– – 0.07% 118
2015
Q2 		$198K Hold
1,554
– – 0.1% 94
2015
Q1 		$166K Buy
1,554
+36
+2% +$3.53K 0.08% 100
2014
Q4 		$135K Sell
1,518
-43
-3% -$3.61K 0.02% 106
2014
Q3 		$127K Sell
1,561
-256
-14% -$20.8K 0.02% 106
2014
Q2 		$148K Buy
+1,817
New +$138K 0.03% 104

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

JFS Wealth Advisors's AET Position: Q4 2018 in Review

JFS Wealth Advisors sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 319 shares — an estimated $65K sold.

JFS Wealth Advisors first reported a position in AET in Q2 2014 and held it in 18 quarters. The position peaked at $210K in Q3 2016. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • JFS Wealth Advisors reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • JFS Wealth Advisors sold 319 Aetna Inc shares in Q4 2018, an estimated $65K.
  • JFS Wealth Advisors first reported a position in Aetna Inc in Q2 2014 and held it in 18 quarters.
  • JFS Wealth Advisors's Aetna Inc position peaked at $210K in Q3 2016.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on JFS Wealth Advisors's 13F filing for Q4 2018, filed 28 Jan 2019.