JA
AET

JOYN Advisors’s Aetna Inc AET Stock Holding History

JOYN 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
-1,072
Closed -$217K – 1955
2018
Q3 		$217K Sell
1,072
-19
-2% -$3.71K 0.04% 138
2018
Q2 		$200K Sell
1,091
-200
-15% -$35.6K 0.04% 142
2018
Q1 		$218K Sell
1,291
-229
-15% -$41.2K 0.05% 122
2017
Q4 		$274K Buy
+1,520
New +$261K 0.06% 131

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

JOYN Advisors's AET Position: Q4 2018 in Review

JOYN Advisors sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 1,072 shares — an estimated $217K sold.

JOYN Advisors first reported a position in AET in Q4 2017 and held it in 4 quarters. The position peaked at $274K in Q4 2017. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • JOYN Advisors reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • JOYN Advisors sold 1,072 Aetna Inc shares in Q4 2018, an estimated $217K.
  • JOYN Advisors first reported a position in Aetna Inc in Q4 2017 and held it in 4 quarters.
  • JOYN Advisors's Aetna Inc position peaked at $274K in Q4 2017.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on JOYN Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.