LTFS
AET

Ladenburg Thalmann Financial Services’s Aetna Inc AET Stock Holding History

Ladenburg Thalmann Financial Services’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
-24,470
Closed -$4.97M – 5505
2018
Q3 		$4.97M Buy
24,470
+2,552
+12% +$499K 0.04% 393
2018
Q2 		$3.7M Hold
21,918
– – 0.03% 453
2018
Q1 		$3.7M Sell
21,918
-1,090
-5% -$196K 0.03% 453
2017
Q4 		$4.15M Sell
23,008
-579
-2% -$99.5K 0.04% 403
2017
Q3 		$3.75M Buy
23,587
+5,510
+30% +$861K 0.04% 392
2017
Q2 		$2.74M Buy
18,077
+2,342
+15% +$331K 0.03% 467
2017
Q1 		$2.01M Sell
15,735
-1,012
-6% -$127K 0.03% 565
2016
Q4 		$2.08M Buy
16,747
+1,373
+9% +$164K 0.03% 506
2016
Q3 		$1.77M Buy
15,374
+687
+5% +$80.5K 0.03% 536
2016
Q2 		$1.78M Sell
14,687
-2,445
-14% -$281K 0.03% 508
2016
Q1 		$1.93M Buy
17,132
+20
+0.1% +$2.14K 0.03% 447
2015
Q4 		$1.85M Buy
17,112
+1,135
+7% +$123K 0.03% 446
2015
Q3 		$1.74M Sell
15,977
-639
-4% -$73.8K 0.04% 427
2015
Q2 		$2.11M Buy
16,616
+166
+1% +$19K 0.04% 415
2015
Q1 		$1.75M Buy
16,450
+3,196
+24% +$313K 0.03% 454
2014
Q4 		$1.18M Buy
13,254
+5,045
+61% +$423K 0.03% 532
2014
Q3 		$665K Buy
8,209
+788
+11% +$64.1K 0.02% 671
2014
Q2 		$602K Sell
7,421
-2,757
-27% -$209K 0.02% 701
2014
Q1 		$763K Sell
10,178
-514
-5% -$36.4K 0.02% 562
2013
Q4 		$733K Sell
10,692
-11,361
-52% -$741K 0.02% 556
2013
Q3 		$1.4M Buy
22,053
+13,774
+166% +$883K 0.05% 312
2013
Q2 		$526K Buy
+8,279
New +$486K 0.02% 603

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

Ladenburg Thalmann Financial Services's AET Position: Q4 2018 in Review

Ladenburg Thalmann Financial Services sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 24,470 shares — an estimated $4.97M sold.

Ladenburg Thalmann Financial Services first reported a position in AET in Q2 2013 and held it in 22 quarters. The position peaked at $4.97M in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Ladenburg Thalmann Financial Services reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Ladenburg Thalmann Financial Services sold 24,470 Aetna Inc shares in Q4 2018, an estimated $4.97M.
  • Ladenburg Thalmann Financial Services first reported a position in Aetna Inc in Q2 2013 and held it in 22 quarters.
  • Ladenburg Thalmann Financial Services's Aetna Inc position peaked at $4.97M in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

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