JFA
AET

JNBA Financial Advisors’s Aetna Inc AET Stock Holding History

JNBA Financial 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
-100
Closed -$20K – 776
2018
Q3 		$20K Sell
100
-3,626
-97% -$709K 0.01% 317
2018
Q2 		$684K Hold
3,726
– – 0.14% 76
2018
Q1 		$630K Hold
3,726
– – 0.13% 74
2017
Q4 		$672K Hold
3,726
– – 0.14% 70
2017
Q3 		$592K Hold
3,726
– – 0.13% 68
2017
Q2 		$566K Hold
3,726
– – 0.13% 68
2017
Q1 		$475K Buy
3,726
+27
+0.7% +$3.39K 0.11% 75
2016
Q4 		$459K Buy
3,699
+2,819
+320% +$337K 0.11% 75
2016
Q3 		$102K Sell
880
-2,819
-76% -$330K 0.01% 351
2016
Q2 		$452K Buy
3,699
+3,000
+429% +$344K 0.13% 68
2016
Q1 		$79K Hold
699
– – 0.03% 163
2015
Q4 		$76K Hold
699
– – 0.03% 162
2015
Q3 		$76K Hold
699
– – 0.03% 155
2015
Q2 		$89K Sell
699
-250
-26% -$28.5K 0.03% 141
2015
Q1 		$101K Hold
949
– – 0.04% 131
2014
Q4 		$84K Hold
949
– – 0.03% 150
2014
Q3 		$77K Buy
949
+699
+280% +$56.9K 0.03% 159
2014
Q2 		$20K Hold
250
– – 0.01% 276
2014
Q1 		$19K Buy
+250
New +$17.7K 0.01% 260

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

JNBA Financial Advisors's AET Position: Q4 2018 in Review

JNBA Financial Advisors sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 100 shares — an estimated $20K sold.

JNBA Financial Advisors first reported a position in AET in Q1 2014 and held it in 19 quarters. The position peaked at $684K in Q2 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • JNBA Financial Advisors reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • JNBA Financial Advisors sold 100 Aetna Inc shares in Q4 2018, an estimated $20K.
  • JNBA Financial Advisors first reported a position in Aetna Inc in Q1 2014 and held it in 19 quarters.
  • JNBA Financial Advisors's Aetna Inc position peaked at $684K in Q2 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on JNBA Financial Advisors's 13F filing for Q4 2018, filed 7 Feb 2019.