L.J. Altfest & Co’s Aetna Inc AET Stock Holding History

L.J. Altfest & Co’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	-6,033	Closed	-$1.22M	–	182
2018 Q3	$1.22M	Sell	6,033 -59	-1%	-$11.5K	0.36%	51
2018 Q2	$1.12M	Sell	6,092 -102	-2%	-$18.2K	0.42%	51
2018 Q1	$1.05M	Buy	6,194 +49	+0.8%	+$8.8K	0.45%	51
2017 Q4	$1.11M	Sell	6,145 -25	-0.4%	-$4.29K	0.42%	56
2017 Q3	$981K	Sell	6,170 -146	-2%	-$22.8K	0.48%	55
2017 Q2	$959K	Sell	6,316 -6,816	-52%	-$963K	0.58%	53
2017 Q1	$1.68M	Buy	+13,132	New	+$1.65M	0.67%	34
2015 Q4	–	Sell	-1,200	Closed	-$131K	–	119
2015 Q3	$131K	Buy	+1,200	New	+$139K	0.13%	104

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 $830M AUM 21.8% 1-Year Est. Return

L.J. Altfest & Co's AET Position: Q4 2018 in Review

L.J. Altfest & Co sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 6,033 shares — an estimated $1.22M sold.

L.J. Altfest & Co first reported a position in AET in Q3 2015 and held it in 8 quarters. The position peaked at $1.68M in Q1 2017. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

L.J. Altfest & Co reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
L.J. Altfest & Co sold 6,033 Aetna Inc shares in Q4 2018, an estimated $1.22M.
L.J. Altfest & Co first reported a position in Aetna Inc in Q3 2015 and held it in 8 quarters.
L.J. Altfest & Co's Aetna Inc position peaked at $1.68M in Q1 2017.
6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on L.J. Altfest & Co's 13F filing for Q4 2018, filed 15 Jan 2019.