KPCM
AET

Kings Point Capital Management’s Aetna Inc AET Stock Holding History

Kings Point Capital 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
-671
Closed -$136K – 382
2018
Q3 		$136K Buy
671
+11
+2% +$2.15K 0.03% 166
2018
Q2 		$121K Hold
660
– – 0.02% 170
2018
Q1 		$112K Hold
660
– – 0.02% 171
2017
Q4 		$119K Hold
660
– – 0.03% 172
2017
Q3 		$105K Sell
660
-98
-13% -$15.3K 0.02% 176
2017
Q2 		$115K Sell
758
-142
-16% -$20.1K 0.03% 168
2017
Q1 		$115K Hold
900
– – 0.03% 162
2016
Q4 		$112K Hold
900
– – 0.03% 156
2016
Q3 		$104K Hold
900
– – 0.03% 150
2016
Q2 		$110K Hold
900
– – 0.03% 147
2016
Q1 		$101K Hold
900
– – 0.03% 148
2015
Q4 		$97K Hold
900
– – 0.02% 158
2015
Q3 		$98K Hold
900
– – 0.03% 176
2015
Q2 		$115K Hold
900
– – 0.03% 161
2015
Q1 		$96K Buy
+900
New +$88.2K 0.02% 170

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 $953M AUM 24.79% 1-Year Est. Return

Kings Point Capital Management's AET Position: Q4 2018 in Review

Kings Point Capital Management sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 671 shares — an estimated $136K sold.

Kings Point Capital Management first reported a position in AET in Q1 2015 and held it in 15 quarters. The position peaked at $136K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Kings Point Capital Management reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Kings Point Capital Management sold 671 Aetna Inc shares in Q4 2018, an estimated $136K.
  • Kings Point Capital Management first reported a position in Aetna Inc in Q1 2015 and held it in 15 quarters.
  • Kings Point Capital Management's Aetna Inc position peaked at $136K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Kings Point Capital Management's 13F filing for Q4 2018, filed 13 Feb 2019.