Kiley Juergens Wealth Management’s Aetna Inc AET Stock Holding History

Kiley Juergens 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	-212	Closed	-$43K	–	772
2018 Q3	$43K	Hold	212	–	–	0.03%	254
2018 Q2	$38K	Buy	+212	New	+$37.8K	0.03%	240
2018 Q1	–	Sell	-193	Closed	-$34K	–	698
2017 Q4	$34K	Buy	+193	New	+$33.2K	0.03%	260

Other funds holding AET

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 Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

Kiley Juergens Wealth Management's AET Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 212 shares — an estimated $43K sold.

Kiley Juergens Wealth Management first reported a position in AET in Q4 2017 and held it in 3 quarters. The position peaked at $43K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

Kiley Juergens Wealth Management reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
Kiley Juergens Wealth Management sold 212 Aetna Inc shares in Q4 2018, an estimated $43K.
Kiley Juergens Wealth Management first reported a position in Aetna Inc in Q4 2017 and held it in 3 quarters.
Kiley Juergens Wealth Management's Aetna Inc position peaked at $43K in Q3 2018.
6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.