LNWWM
AET

Laird Norton Wetherby Wealth Management’s Aetna Inc AET Stock Holding History

Laird Norton Wetherby Wealth Management’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
-7,596
Closed -$1.54M – 691
2018
Q3 		$1.54M Buy
7,596
+94
+1% +$18.4K 0.19% 114
2018
Q2 		$1.38M Sell
7,502
-20
-0.3% -$3.56K 0.19% 119
2018
Q1 		$1.27M Buy
7,522
+820
+12% +$147K 0.18% 131
2017
Q4 		$1.21M Buy
6,702
+136
+2% +$23.4K 0.17% 137
2017
Q3 		$1.04M Buy
6,566
+179
+3% +$28K 0.16% 151
2017
Q2 		$970K Buy
6,387
+118
+2% +$16.7K 0.17% 152
2017
Q1 		$799K Sell
6,269
-16
-0.3% -$2.01K 0.14% 177
2016
Q4 		$779K Sell
6,285
-98
-2% -$11.7K 0.15% 154
2016
Q3 		$736K Buy
6,383
+296
+5% +$34.7K 0.15% 169
2016
Q2 		$744K Buy
6,087
+289
+5% +$33.2K 0.16% 145
2016
Q1 		$651K Buy
5,798
+118
+2% +$12.6K 0.15% 153
2015
Q4 		$614K Sell
5,680
-46
-0.8% -$4.97K 0.15% 159
2015
Q3 		$626K Buy
5,726
+142
+3% +$16.4K 0.16% 141
2015
Q2 		$712K Buy
5,584
+521
+10% +$59.5K 0.17% 135
2015
Q1 		$539K Buy
5,063
+467
+10% +$45.7K 0.13% 185
2014
Q4 		$408K Buy
4,596
+236
+5% +$19.8K 0.1% 225
2014
Q3 		$354K Buy
4,360
+61
+1% +$4.96K 0.1% 257
2014
Q2 		$349K Sell
4,299
-273
-6% -$20.7K 0.1% 261
2014
Q1 		$342K Buy
4,572
+92
+2% +$6.51K 0.1% 272
2013
Q4 		$307K Sell
4,480
-129
-3% -$8.42K 0.09% 280
2013
Q3 		$295K Sell
4,609
-62
-1% -$3.98K 0.09% 272
2013
Q2 		$297K Buy
+4,671
New +$274K 0.1% 235

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

Laird Norton Wetherby Wealth Management's AET Position: Q4 2018 in Review

Laird Norton Wetherby Wealth Management sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 7,596 shares — an estimated $1.54M sold.

Laird Norton Wetherby Wealth Management first reported a position in AET in Q2 2013 and held it in 22 quarters. The position peaked at $1.54M in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Laird Norton Wetherby Wealth Management reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 7,596 Aetna Inc shares in Q4 2018, an estimated $1.54M.
  • Laird Norton Wetherby Wealth Management first reported a position in Aetna Inc in Q2 2013 and held it in 22 quarters.
  • Laird Norton Wetherby Wealth Management's Aetna Inc position peaked at $1.54M in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2018, filed 30 Jan 2019.