LF
AET

Lee Financial’s Aetna Inc AET Stock Holding History

Lee Financial’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
-59
Closed -$12K – 498
2018
Q3 		$12K Sell
59
-50
-46% -$9.77K ﹤0.01% 306
2018
Q2 		$20K Hold
109
– – ﹤0.01% 355
2018
Q1 		$18K Buy
109
+50
+85% +$8.98K ﹤0.01% 372
2017
Q4 		$11K Buy
+59
New +$10.1K ﹤0.01% 314

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

Lee Financial's AET Position: Q4 2018 in Review

Lee Financial sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 59 shares — an estimated $12K sold.

Lee Financial first reported a position in AET in Q4 2017 and held it in 4 quarters. The position peaked at $20K in Q2 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Lee Financial reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Lee Financial sold 59 Aetna Inc shares in Q4 2018, an estimated $12K.
  • Lee Financial first reported a position in Aetna Inc in Q4 2017 and held it in 4 quarters.
  • Lee Financial's Aetna Inc position peaked at $20K in Q2 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Lee Financial's 13F filing for Q4 2018, filed 11 Feb 2019.