Laffer Tengler Investments’s Aetna Inc AET Stock Holding History

Laffer Tengler Investments’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	-15,493	Closed	-$3.14M	–	192
2018 Q3	$3.14M	Hold	15,493	–	–	0.78%	31
2018 Q2	$2.84M	Hold	15,493	–	–	0.73%	36
2018 Q1	$2.62M	Sell	15,493 -717	-4%	-$129K	0.65%	52
2017 Q4	$2.92M	Hold	16,210	–	–	0.73%	29
2017 Q3	$2.58M	Sell	16,210 -1,135	-7%	-$177K	0.68%	35
2017 Q2	$2.63M	Hold	17,345	–	–	0.67%	30
2017 Q1	$2.21M	Hold	17,345	–	–	0.58%	55
2016 Q4	$2.15M	Buy	+17,345	New	+$2.08M	0.58%	47

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

Laffer Tengler Investments's AET Position: Q4 2018 in Review

Laffer Tengler Investments sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 15,493 shares — an estimated $3.14M sold.

Laffer Tengler Investments first reported a position in AET in Q4 2016 and held it in 8 quarters. The position peaked at $3.14M in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

Laffer Tengler Investments reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
Laffer Tengler Investments sold 15,493 Aetna Inc shares in Q4 2018, an estimated $3.14M.
Laffer Tengler Investments first reported a position in Aetna Inc in Q4 2016 and held it in 8 quarters.
Laffer Tengler Investments's Aetna Inc position peaked at $3.14M in Q3 2018.
6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Laffer Tengler Investments's 13F filing for Q4 2018, filed 15 Feb 2019.