KF
AET

Krilogy Financial’s Aetna Inc AET Stock Holding History

Krilogy Financial’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
-107
Closed -$22K – 817
2018
Q3 		$22K Buy
+107
New +$20.9K 0.01% 416
2018
Q2 		– Sell
-19
Closed -$3K – 729
2018
Q1 		$3K Hold
19
– – ﹤0.01% 670
2017
Q4 		$3K Sell
19
-267
-93% -$45.9K ﹤0.01% 668
2017
Q3 		$45K Buy
286
+19
+7% +$2.97K 0.01% 357
2017
Q2 		$41K Hold
267
– – 0.01% 335
2017
Q1 		$33K Hold
267
– – 0.01% 350
2016
Q4 		$33K Sell
267
-382
-59% -$45.7K 0.01% 350
2016
Q3 		$75K Hold
649
– – 0.02% 247
2016
Q2 		$79K Hold
649
– – 0.03% 237
2016
Q1 		$73K Hold
649
– – 0.03% 216
2015
Q4 		$70K Hold
649
– – 0.07% 110
2015
Q3 		$71K Buy
+649
New +$75K 0.03% 167

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

Krilogy Financial's AET Position: Q4 2018 in Review

Krilogy Financial sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 107 shares — an estimated $22K sold.

Krilogy Financial first reported a position in AET in Q3 2015 and held it in 12 quarters. The position peaked at $79K in Q2 2016. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Krilogy Financial reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Krilogy Financial sold 107 Aetna Inc shares in Q4 2018, an estimated $22K.
  • Krilogy Financial first reported a position in Aetna Inc in Q3 2015 and held it in 12 quarters.
  • Krilogy Financial's Aetna Inc position peaked at $79K in Q2 2016.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Krilogy Financial's 13F filing for Q4 2018, filed 14 Feb 2019.