LFA
AET

Legacy Financial Advisors’s Aetna Inc AET Stock Holding History

Legacy Financial 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
-223
Closed -$45K – 1081
2018
Q3 		$45K Buy
223
+3
+1% +$586 0.02% 267
2018
Q2 		$42K Buy
220
+9
+4% +$1.6K 0.02% 271
2018
Q1 		$36K Hold
211
– – 0.01% 286
2017
Q4 		$38K Buy
+211
New +$36.3K 0.02% 282

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 Financial Advisors's AET Position: Q4 2018 in Review

Legacy Financial Advisors sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 223 shares — an estimated $45K sold.

Legacy Financial Advisors first reported a position in AET in Q4 2017 and held it in 4 quarters. The position peaked at $45K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Legacy Financial Advisors reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Legacy Financial Advisors sold 223 Aetna Inc shares in Q4 2018, an estimated $45K.
  • Legacy Financial Advisors first reported a position in Aetna Inc in Q4 2017 and held it in 4 quarters.
  • Legacy Financial Advisors's Aetna Inc position peaked at $45K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Legacy Financial Advisors's 13F filing for Q4 2018, filed 16 Jan 2019.