LA
AET

Legacy Advisors’s Aetna Inc AET Stock Holding History

Legacy Advisors’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
-58
Closed -$12K – 451
2018
Q3 		$12K Hold
58
– – 0.01% 335
2018
Q2 		$11K Hold
58
– – 0.01% 304
2018
Q1 		$10K Hold
58
– – 0.01% 275
2017
Q4 		$10K Hold
58
– – 0.01% 262
2017
Q3 		$9K Sell
58
-5,865
-99% -$916K 0.01% 235
2017
Q2 		$899K Hold
5,923
– – 1.15% 20
2017
Q1 		$755K Hold
5,923
– – 1.02% 19
2016
Q4 		$734K Buy
+5,923
New +$709K 1% 18

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

Legacy Advisors's AET Position: Q4 2018 in Review

Legacy Advisors sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 58 shares — an estimated $12K sold.

Legacy Advisors first reported a position in AET in Q4 2016 and held it in 8 quarters. The position peaked at $899K in Q2 2017. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Legacy Advisors reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Legacy Advisors sold 58 Aetna Inc shares in Q4 2018, an estimated $12K.
  • Legacy Advisors first reported a position in Aetna Inc in Q4 2016 and held it in 8 quarters.
  • Legacy Advisors's Aetna Inc position peaked at $899K in Q2 2017.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Legacy Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.