KL
AET

KWMG LLC’s Aetna Inc AET Stock Holding History

KWMG LLC’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
-11,660
Closed -$2.37M – 489
2018
Q3 		$2.37M Buy
11,660
+48
+0.4% +$9.38K 0.6% 51
2018
Q2 		$2.13M Buy
11,612
+9,600
+477% +$1.71M 0.58% 49
2018
Q1 		$340K Buy
+2,012
New +$362K 0.1% 102

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

KWMG LLC's AET Position: Q4 2018 in Review

KWMG LLC sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 11,660 shares — an estimated $2.37M sold.

KWMG LLC first reported a position in AET in Q1 2018 and held it in 3 quarters. The position peaked at $2.37M in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • KWMG LLC reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • KWMG LLC sold 11,660 Aetna Inc shares in Q4 2018, an estimated $2.37M.
  • KWMG LLC first reported a position in Aetna Inc in Q1 2018 and held it in 3 quarters.
  • KWMG LLC's Aetna Inc position peaked at $2.37M in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

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