Laurel Wealth Advisors (California)’s Aetna Inc AET Stock Holding History

Laurel Wealth Advisors (California)’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	-1,493	Closed	-$302K	–	445
2018 Q3	$302K	Sell	1,493 -12	-0.8%	-$2.35K	0.07%	277
2018 Q2	$276K	Hold	1,505	–	–	0.07%	282
2018 Q1	$254K	Sell	1,505 -13	-0.9%	-$2.34K	0.08%	273
2017 Q4	$273K	Buy	1,518 +170	+13%	+$29.2K	0.08%	275
2017 Q3	$214K	Buy	1,348 +13	+1%	+$2.03K	0.07%	282
2017 Q2	$202K	Buy	+1,335	New	+$189K	0.07%	280

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

Laurel Wealth Advisors (California)'s AET Position: Q4 2018 in Review

Laurel Wealth Advisors (California) sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 1,493 shares — an estimated $302K sold.

Laurel Wealth Advisors (California) first reported a position in AET in Q2 2017 and held it in 6 quarters. The position peaked at $302K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

Laurel Wealth Advisors (California) reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
Laurel Wealth Advisors (California) sold 1,493 Aetna Inc shares in Q4 2018, an estimated $302K.
Laurel Wealth Advisors (California) first reported a position in Aetna Inc in Q2 2017 and held it in 6 quarters.
Laurel Wealth Advisors (California)'s Aetna Inc position peaked at $302K in Q3 2018.
6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2018, filed 13 Feb 2019.