KA
AET

Kaizen Advisory’s Aetna Inc AET Stock Holding History

Kaizen Advisory’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
-766
Closed -$155K – 573
2018
Q3 		$155K Hold
766
– – 0.08% 183
2018
Q2 		$141K Buy
766
+452
+144% +$80.6K 0.07% 189
2018
Q1 		$53K Hold
314
– – 0.05% 194
2017
Q4 		$57K Buy
+314
New +$54K 0.03% 180

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

Kaizen Advisory's AET Position: Q4 2018 in Review

Kaizen Advisory sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 766 shares — an estimated $155K sold.

Kaizen Advisory first reported a position in AET in Q4 2017 and held it in 4 quarters. The position peaked at $155K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Kaizen Advisory reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Kaizen Advisory sold 766 Aetna Inc shares in Q4 2018, an estimated $155K.
  • Kaizen Advisory first reported a position in Aetna Inc in Q4 2017 and held it in 4 quarters.
  • Kaizen Advisory's Aetna Inc position peaked at $155K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.